Invera 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
2024 Q1	–	Sell	-12,382	Closed	-$1.23M	–	62
2023 Q4	$1.23M	Buy	+12,382	New	+$1.23M	0.77%	42