TFA
Tranquilli Financial Advisor’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,393
| Closed | -$329K | – | 84 |
|
|
2022
Q4 | $329K | Buy |
3,393
+707
| +26% | +$68.6K | 0.25% | 66 |
|
|
2022
Q3 | $259K | Sell |
2,686
-4,134
| -61% | -$399K | 0.21% | 61 |
|
|
2022
Q2 | $693K | Sell |
6,820
-4,810
| -41% | -$489K | 0.53% | 20 |
|
|
2022
Q1 | $1.25M | Sell |
11,630
-1,416
| -11% | -$152K | 0.89% | 31 |
|
|
2021
Q4 | $1.49M | Sell |
13,046
-8,481
| -39% | -$967K | 1.04% | 32 |
|
|
2021
Q3 | $2.47M | Sell |
21,527
-220
| -1% | -$25.3K | 1.85% | 21 |
|
|
2021
Q2 | $2.51M | Buy |
21,747
+254
| +1% | +$29.3K | 1.88% | 22 |
|
|
2021
Q1 | $2.45M | Buy |
21,493
+710
| +3% | +$80.8K | 1.98% | 22 |
|
|
2020
Q4 | $2.46M | Buy |
+20,783
| New | +$2.46M | 2.23% | 21 |
|