Pinnacle Family 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
2020
Q4
Sell
-5,031
Closed -$594K 125
2020
Q3
$594K Sell
5,031
-71,349
-93% -$8.42M 0.4% 39
2020
Q2
$9.03M Buy
+76,380
New +$9.03M 7.88% 3
2019
Q2
Sell
-71,189
Closed -$7.77M 77
2019
Q1
$7.77M Buy
+71,189
New +$7.77M 6.91% 2