Pinnacle Private Wealth’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
2022
Q2
$974K Buy
9,577
+358
+4% +$36.4K 0.38% 71
2022
Q1
$987K Sell
9,219
-4,165
-31% -$446K 0.31% 79
2021
Q4
$1.53M Buy
+13,384
New +$1.53M 0.48% 49