Vericrest Private Wealth’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
2022
Q2
$9.1M Sell
89,477
-14,854
-14% -$1.51M 11.16% 1
2022
Q1
$11.2M Sell
104,331
-12,115
-10% -$1.3M 11.62% 1
2021
Q4
$13.3M Buy
+116,446
New +$13.3M 12.32% 1