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West Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

West Financial Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-64,287
Closed -$7.32M – 146
2021
Q1 		$7.32M Sell
64,287
-1,138
-2% -$130K 2.45% 12
2020
Q4 		$7.73M Buy
+65,425
New +$7.73M 2.74% 12