WT 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
2022
Q2
Sell
-3,569
Closed -$382K 104
2022
Q1
$382K Buy
3,569
+321
+10% +$34.4K 0.15% 93
2021
Q4
$371K Buy
3,248
+29
+0.9% +$3.31K 0.14% 98
2021
Q3
$370K Buy
3,219
+510
+19% +$58.6K 0.14% 100
2021
Q2
$312K Buy
+2,709
New +$312K 0.13% 106