Palladiem’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
2023
Q3
$6.18M Sell
65,690
-18,010
-22% -$1.69M 6.67% 4
2023
Q2
$8.2M Sell
83,700
-28,814
-26% -$2.82M 8.43% 2
2023
Q1
$11.2M Buy
+112,514
New +$11.2M 11.95% 1
2015
Q3
$37K Buy
339
+2
+0.6% +$218 0.06% 55
2015
Q2
$37K Buy
337
+2
+0.6% +$220 0.03% 68
2015
Q1
$37K Sell
335
-1,549
-82% -$171K 0.03% 76
2014
Q4
$207K Buy
+1,884
New +$207K 0.17% 33