Legend Financial 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
Sell
-97
Closed -$9.82K 268
2024
Q3
$9.82K Buy
+97
New +$9.82K 0.01% 102
2022
Q4
Sell
-1,497
Closed -$144K 244
2022
Q3
$144K Buy
+1,497
New +$144K 0.14% 39