Oak Point Wealth Management’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
2018
Q1
$20K Sell
191
-34,021
-99% -$3.56M 0.02% 130
2017
Q4
$3.75M Buy
+34,212
New +$3.75M 3.7% 3