Southland Equity 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
2022
Q1
Sell
-1,850
Closed -$211K 177
2021
Q4
$211K Sell
1,850
-300
-14% -$34.2K 0.09% 163
2021
Q3
$247K Buy
+2,150
New +$247K 0.11% 137
2021
Q1
Sell
-2,241
Closed -$265K 145
2020
Q4
$265K Buy
+2,241
New +$265K 0.18% 99