Journey Strategic Wealth’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
Q1
Sell
-4,089
Closed -$397K 255
2022
Q4
$397K Buy
+4,089
New +$397K 0.05% 122
2022
Q1
Sell
-5,096
Closed -$581K 185
2021
Q4
$581K Buy
+5,096
New +$581K 0.06% 60