Walden 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
2024
Q2
$11.3M Buy
116,038
+2,017
+2% +$196K 6.29% 3
2024
Q1
$11.1M Buy
114,021
+11,780
+12% +$1.14M 6.43% 3
2023
Q4
$10.1M Buy
+102,241
New +$10.1M 6.39% 3