Sterling Investment Counsel’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
Q2
Sell
-2,694
Closed -$268K 155
2023
Q1
$268K Buy
+2,694
New +$268K 0.16% 122
2022
Q3
Sell
-4,750
Closed -$483K 139
2022
Q2
$483K Buy
+4,750
New +$483K 0.37% 57