Prosperity Capital 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
2023
Q4
Sell
-2,799
Closed -$263K 260
2023
Q3
$263K Sell
2,799
-5,969
-68% -$561K 0.03% 197
2023
Q2
$859K Buy
+8,768
New +$859K 0.12% 99