Intercontinental Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$5.16M Sell
52,634
-1,939
-4% -$190K 1.23% 11
2023
Q1
$5.44M Buy
+54,573
New +$5.44M 1.39% 10
2017
Q4
Sell
-4,188
Closed -$459K 150
2017
Q3
$459K Sell
4,188
-20,031
-83% -$2.2M 0.28% 61
2017
Q2
$2.65M Buy
+24,219
New +$2.65M 1.7% 16