Revisor Wealth Management’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
Q3
Sell
-21,036
Closed -$2.06M 155
2023
Q2
$2.06M Buy
21,036
+918
+5% +$89.9K 1.85% 13
2023
Q1
$2M Buy
+20,118
New +$2M 1.83% 13