Waypoint Wealth Partners’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
2023
Q4
Sell
2023
Q3
$639K Sell
2023
Q2
$1.92M Hold
2023
Q1
$1.95M Sell
2022
Q4
$1.91M Buy
2022
Q3
$1.47M Sell
2022
Q2
$4.75M Buy
2022
Q1
$3.55M Buy