Meristem Family Wealth’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
2022
Q1
$548K Hold
5,116
0.06% 175
2021
Q4
$584K Sell
5,116
-4,150
-45% -$474K 0.05% 201
2021
Q3
$1.06M Sell
9,266
-724
-7% -$83.1K 0.1% 120
2021
Q2
$1.15M Buy
+9,990
New +$1.15M 0.18% 69