WPWealth’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
Q4
Sell
-10,723
Closed -$1.01M 62
2023
Q3
$1.01M Hold
10,723
0.39% 24
2023
Q2
$1.05M Sell
10,723
-1,852
-15% -$181K 0.45% 25
2023
Q1
$1.25M Hold
12,575
0.58% 22
2022
Q4
$1.22M Buy
+12,575
New +$1.22M 0.64% 18