Roth Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Roth Financial Partners’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$252K	Sell
2023 Q2	$265K	Sell
2023 Q1	$380K	Hold
2022 Q4	$370K	Buy
2022 Q3	$265K	Buy