WJ Wealth Management’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
2021
Q4
Sell
-31,634
Closed -$3.64M 54
2021
Q3
$3.64M Buy
31,634
+28,891
+1,053% +$3.32M 2.42% 17
2021
Q2
$316K Buy
2,743
+261
+11% +$30.1K 0.98% 28
2021
Q1
$283K Sell
2,482
-1,768
-42% -$202K 0.88% 35
2020
Q4
$502K Buy
+4,250
New +$502K 1.56% 17