WealthSpring 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
2023
Q3
$17.7M Buy
187,751
+3,184
+2% +$299K 13.19% 1
2023
Q2
$18.1M Buy
184,567
+5,462
+3% +$535K 13.09% 1
2023
Q1
$17.8M Sell
179,105
-620
-0.3% -$61.8K 13.81% 1
2022
Q4
$17.4M Buy
179,725
+8,138
+5% +$789K 13.62% 1
2022
Q3
$16.5M Buy
+171,587
New +$16.5M 14.6% 1