Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $26.1M | Buy |
263,211
+103,338
| +65% | +$10.3M | 10.16% | 2 |
|
|
2023
Q3 | $15M | Buy |
159,873
+3,580
| +2% | +$337K | 6.75% | 4 |
|
|
2023
Q2 | $15.3M | Buy |
156,293
+1,617
| +1% | +$158K | 7.31% | 2 |
|
|
2023
Q1 | $15.4M | Buy |
154,676
+13,403
| +9% | +$1.34M | 7.31% | 2 |
|
|
2022
Q4 | $13.7M | Buy |
141,273
+105,343
| +293% | +$10.2M | 6.25% | 3 |
|
|
2022
Q3 | $3.46M | Buy |
+35,930
| New | +$3.46M | 2.12% | 13 |
|