Novak Financial Planning’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
2021
Q2
$1.85M Buy
16,012
+1,996
+14% +$230K 0.9% 33
2021
Q1
$1.6M Sell
14,016
-172
-1% -$19.6K 0.88% 34
2020
Q4
$1.68M Buy
+14,188
New +$1.68M 0.99% 31