Ruggaard & Associates’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
-108,971
Closed -$10.7M 108
2023
Q2
$10.7M Buy
108,971
+1,474
+1% +$144K 6.25% 5
2023
Q1
$10.7M Buy
+107,497
New +$10.7M 6.61% 5