TIAM2
Tru Independence Asset Management 2’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,343
| Closed | -$324K | – | 91 |
|
|
2024
Q4 | $324K | Hold |
3,343
| – | – | 0.27% | 63 |
|
|
2024
Q3 | $339K | Buy |
+3,343
| New | +$339K | 0.29% | 58 |
|
|
2023
Q1 | $333K | Buy |
+3,343
| New | +$333K | 0.33% | 51 |
|
|
2022
Q3 | $264K | Buy |
+2,736
| New | +$264K | 0.28% | 50 |
|
|
2021
Q1 | – | Sell |
-434
| Closed | -$51K | – | 112 |
|
|
2020
Q4 | $51K | Buy |
+434
| New | +$51K | 0.04% | 176 |
|