Level Four Financial’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
2021
Q3
$1.44M Buy
12,503
+111
+0.9% +$12.7K 0.63% 38
2021
Q2
$1.43M Sell
12,392
-1,619
-12% -$187K 0.6% 38
2021
Q1
$1.6M Sell
14,011
-653
-4% -$74.3K 0.74% 33
2020
Q4
$1.73M Buy
+14,664
New +$1.73M 0.75% 26