Lantern 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
Q4
$239K Buy
2,471
+28
+1% +$2.71K 0.16% 119
2024
Q3
$247K Buy
2,443
+19
+0.8% +$1.93K 0.17% 112
2024
Q2
$235K Buy
2,424
+20
+0.8% +$1.94K 0.17% 113
2024
Q1
$235K Buy
+2,404
New +$235K 0.17% 114