PFA
AGG icon

Peak Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Peak Financial Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,653
Closed -$462K – 70
2023
Q4 		$462K Buy
+4,653
New +$462K 0.31% 49