LifePro Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.13M | Sell |
11,143
-678
| -6% | -$68.7K | 0.69% | 48 |
|
2024
Q2 | $1.15M | Buy |
11,821
+689
| +6% | +$66.9K | 0.82% | 40 |
|
2024
Q1 | $1.09M | Buy |
11,132
+1,243
| +13% | +$122K | 0.72% | 45 |
|
2023
Q4 | $981K | Buy |
9,889
+710
| +8% | +$70.5K | 0.76% | 40 |
|
2023
Q3 | $863K | Buy |
9,179
+4,367
| +91% | +$411K | 0.71% | 36 |
|
2023
Q2 | $471K | Buy |
+4,812
| New | +$471K | 0.36% | 58 |
|
2021
Q1 | – | Sell |
-3,110
| Closed | -$368K | – | 82 |
|
2020
Q4 | $368K | Buy |
+3,110
| New | +$368K | 0.11% | 64 |
|