Kaydan Wealth 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
2024
Q2
Sell
-2,559
Closed -$251K 105
2024
Q1
$251K Buy
+2,559
New +$251K 0.09% 91
2022
Q2
Sell
-1,927
Closed -$206K 92
2022
Q1
$206K Buy
1,927
+71
+4% +$7.6K 0.09% 101
2021
Q4
$212K Buy
+1,856
New +$212K 0.08% 104