Intrepid Financial Planning Group’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
Sell
-3,805
Closed -$379K 123
2023
Q1
$379K Sell
3,805
-100
-3% -$9.96K 0.19% 75
2022
Q4
$379K Sell
3,905
-150
-4% -$14.6K 0.21% 70
2022
Q3
$391K Sell
4,055
-60
-1% -$5.79K 0.22% 63
2022
Q2
$418K Buy
+4,115
New +$418K 0.23% 63