Planning Capital Management Corporation’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
Q3
$201K Buy
1,981
+946
+91% +$95.8K 0.13% 86
2024
Q2
$100K Buy
1,035
+792
+326% +$76.9K 0.07% 138
2024
Q1
$23.8K Buy
+243
New +$23.8K 0.02% 260