Panoramic Investment Advisors’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 Q1	–	Sell	-14,952	Closed	-$1.48M	–	114
2023 Q4	$1.48M	Sell	14,952 -31,125	-68%	-$3.09M	1.28%	24
2023 Q3	$4.33M	Buy	+46,077	New	+$4.33M	3.98%	4
2022 Q4	$2.22M	Buy	+22,879	New	+$2.22M	2.28%	11