Safeguard Investment Advisory Group’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
2021
Q2
Sell
-3,856
Closed -$438K 85
2021
Q1
$438K Sell
3,856
-205
-5% -$23.3K 0.39% 47
2020
Q4
$480K Buy
+4,061
New +$480K 0.43% 41