Midland Wealth 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
Q3
Sell
-2,855
Closed -$277K 193
2024
Q2
$277K Buy
2,855
+755
+36% +$73.3K 0.02% 177
2024
Q1
$206K Buy
+2,100
New +$206K 0.01% 192