Redwood Financial Network’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
Q1
Sell
-2,269
Closed -$220K 149
2022
Q4
$220K Sell
2,269
-641
-22% -$62.2K 0.25% 126
2022
Q3
$280K Buy
2,910
+14
+0.5% +$1.35K 0.32% 100
2022
Q2
$294K Buy
2,896
+68
+2% +$6.9K 0.32% 99
2022
Q1
$303K Buy
+2,828
New +$303K 0.28% 107