Transparent Wealth Partners’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
$863K Buy
+8,665
New +$863K 0.63% 18
2022
Q1
Sell
-70,595
Closed -$8.05M 41
2021
Q4
$8.05M Buy
+70,595
New +$8.05M 6.05% 5