Sutton Wealth 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
2023
Q3
$4.58K Buy
49
+1
+2% +$93 ﹤0.01% 601
2023
Q2
$4.73K Hold
48
﹤0.01% 579
2023
Q1
$4.77K Hold
48
﹤0.01% 530
2022
Q4
$4.62K Buy
48
+1
+2% +$96 ﹤0.01% 1111
2022
Q3
$4.55K Hold
47
﹤0.01% 1089
2022
Q2
$4.78K Sell
47
-58
-55% -$5.89K ﹤0.01% 1069
2022
Q1
$11.2K Buy
105
+1
+1% +$107 ﹤0.01% 902
2021
Q4
$11.9K Sell
104
-111
-52% -$12.7K ﹤0.01% 879
2021
Q3
$24.6K Buy
+215
New +$24.6K 0.01% 631
2021
Q2
Sell
-95
Closed -$10.8K 1284
2021
Q1
$10.8K Hold
95
﹤0.01% 857
2020
Q4
$11.2K Hold
95
﹤0.01% 778
2020
Q3
$11.2K Buy
+95
New +$11.2K 0.01% 704