Wipfli Financial Advisors’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
2022
Q3
$7.38M Buy
76,623
+28,467
+59% +$2.74M 0.52% 24
2022
Q2
$4.9M Sell
48,156
-128
-0.3% -$13K 0.53% 25
2022
Q1
$5.17M Buy
+48,284
New +$5.17M 0.52% 20