Stokes Capital Advisors’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
Q4
Sell
-3,985
Closed -$384K 86
2022
Q3
$384K Buy
3,985
+928
+30% +$89.4K 0.14% 78
2022
Q2
$311K Sell
3,057
-3,910
-56% -$398K 0.11% 77
2022
Q1
$746K Buy
+6,967
New +$746K 0.22% 71