Second Half Financial Partners’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
-36,533
Closed -$3.58M 43
2023
Q2
$3.58M Buy
+36,533
New +$3.58M 0.82% 36
2022
Q3
Sell
-6,872
Closed -$782K 37
2022
Q2
$782K Hold
6,872
0.6% 39
2022
Q1
$782K Buy
+6,872
New +$782K 0.6% 39