Wealth Enhancement & Preservation of GA’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
Q2
$3.58M Buy
2023
Q1
$3.58M Buy
2022
Q4
$218K Sell
2022
Q3
$258K Buy
2021
Q2
Sell
2021
Q1
$2.79M Buy
2020
Q4
$2.85M Sell
2020
Q3
$4.72M Buy
2020
Q2
$2.78M Buy