Motiv8 Investments’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
Q4
Sell
-4,508
Closed -$457K 90
2024
Q3
$457K Sell
4,508
-145
-3% -$14.7K 0.31% 75
2024
Q2
$452K Buy
4,653
+263
+6% +$25.5K 0.34% 75
2024
Q1
$430K Buy
+4,390
New +$430K 0.33% 74