Lake Point Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$157K Sell
2022
Q1
$534K Sell
2021
Q4
$1.2M Buy
2021
Q3
$1.17M Sell
2021
Q2
$1.19M Buy
2020
Q1
$11.1M Buy
2019
Q4
$10.1M Buy
2019
Q2
$8.99M Hold
2019
Q1
$8.99M Buy
2018
Q4
$2.25M Buy