Lucia Wealth Services’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
2020
Q2
Sell
-372
Closed -$43K 177
2020
Q1
$43K Buy
+372
New +$43K 0.01% 169
2019
Q2
Sell
-195
Closed -$21K 172
2019
Q1
$21K Buy
+195
New +$21K 0.01% 171