TL Private Wealth’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
2024
Q1
Sell
-4,168
Closed -$414K 42
2023
Q4
$414K Buy
+4,168
New +$414K 0.21% 25
2023
Q1
Sell
-16,728
Closed -$1.66M 44
2022
Q4
$1.66M Buy
+16,728
New +$1.66M 0.97% 12