TrinityPoint Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$324K Buy
2024
Q3
$317K Sell
2024
Q2
$342K Buy
2024
Q1
$313K Buy
2023
Q4
$290K Buy
2023
Q3
$234K Buy