Sound Stewardship’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,438
| Closed | -$1.43M | – | 62 |
|
|
2023
Q4 | $1.43M | Sell |
14,438
-954
| -6% | -$94.7K | 0.95% | 30 |
|
|
2023
Q3 | $1.45M | Sell |
15,392
-1,724
| -10% | -$162K | 0.97% | 32 |
|
|
2023
Q2 | $1.68M | Sell |
17,116
-24
| -0.1% | -$2.35K | 1.1% | 32 |
|
|
2023
Q1 | $1.71M | Buy |
17,140
+1,490
| +10% | +$148K | 1.15% | 32 |
|
|
2022
Q4 | $1.52M | Buy |
+15,650
| New | +$1.52M | 1.12% | 32 |
|