J2 Capital Management’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
2022
Q4
Sell
-2,277
Closed -$219K 84
2022
Q3
$219K Sell
2,277
-22,515
-91% -$2.17M 0.42% 68
2022
Q2
$2.52M Buy
24,792
+1,089
+5% +$111K 3.84% 6
2022
Q1
$2.54M Sell
23,703
-38,090
-62% -$4.08M 2.78% 12
2021
Q4
$7.05M Buy
+61,793
New +$7.05M 6.7% 2