OPWM
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Oak Point Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Oak Point Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$20K Sell
2017
Q4 		$3.75M Buy