LBWM
Left Brain Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,040
| Closed | -$202K | – | 71 |
|
|
2023
Q4 | $202K | Sell |
2,040
-100
| -5% | -$9.93K | 0.12% | 74 |
|
|
2023
Q3 | $201K | Sell |
2,140
-147
| -6% | -$13.8K | 0.13% | 78 |
|
|
2023
Q2 | $224K | Sell |
2,287
-40
| -2% | -$3.92K | 0.14% | 74 |
|
|
2023
Q1 | $233K | Buy |
+2,327
| New | +$233K | 0.16% | 73 |
|