Trail Ridge Investment 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
Sell
-2,193
Closed -$215K 105
2023
Q2
$215K Buy
+2,193
New +$215K 0.13% 110
2022
Q1
Sell
-1,827
Closed -$208K 133
2021
Q4
$208K Buy
+1,827
New +$208K 0.12% 133