Retirement Solution’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
Q1 | – | Sell |
-2,160
| Closed | -$214K | – | 39 |
|
|
2023
Q4 | $214K | Buy |
+2,160
| New | +$214K | 0.06% | 39 |
|
|
2022
Q2 | – | Sell |
-2,289
| Closed | -$245K | – | 36 |
|
|
2022
Q1 | $245K | Buy |
2,289
+36
| +2% | +$3.85K | 0.11% | 35 |
|
|
2021
Q4 | $257K | Buy |
2,253
+7
| +0.3% | +$798 | 0.11% | 37 |
|
|
2021
Q3 | $258K | Buy |
+2,246
| New | +$258K | 0.12% | 37 |
|