TPB 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
Q1 | $1.03M | Sell |
10,296
-1,157
| -10% | -$115K | 0.56% | 25 |
|
|
2022
Q4 | $1.28M | Buy |
11,453
+341
| +3% | +$38.2K | 0.66% | 28 |
|
|
2022
Q3 | $1.07M | Buy |
11,112
+1,383
| +14% | +$134K | 0.51% | 27 |
|
|
2022
Q2 | $991K | Sell |
9,729
-400
| -4% | -$40.7K | 0.45% | 29 |
|
|
2022
Q1 | $1.09M | Sell |
10,129
-765
| -7% | -$82.1K | 0.41% | 30 |
|
|
2021
Q4 | $1.24M | Buy |
10,894
+1,546
| +17% | +$177K | 0.61% | 29 |
|
|
2021
Q3 | $1.07M | Sell |
9,348
-3,238
| -26% | -$372K | 0.78% | 25 |
|
|
2021
Q2 | $1.45M | Buy |
12,586
+2,586
| +26% | +$298K | 0.94% | 23 |
|
|
2021
Q1 | $1.2M | Sell |
10,000
-1,500
| -13% | -$180K | 1.03% | 20 |
|
|
2020
Q4 | $1.36M | Buy |
+11,500
| New | +$1.36M | 1.35% | 14 |
|