Spinnaker Investment Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,108
Closed -$204K 89
2022
Q1
$204K Sell
8,108
-39,766
-83% -$1M 0.07% 86
2021
Q4
$1.26M Buy
+47,874
New +$1.26M 0.44% 28