SFG 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
2022
Q3
Sell
-2,072
Closed -$211K 78
2022
Q2
$211K Sell
2,072
-902
-30% -$91.9K 0.25% 75
2022
Q1
$319K Sell
2,974
-3,221
-52% -$345K 0.3% 58
2021
Q4
$707K Buy
+6,195
New +$707K 0.63% 39