5T Wealth’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
2025
Q2
$3.75M Buy
37,784
+15,778
+72% +$1.57M 1.78% 15
2025
Q1
$2.18M Sell
22,006
-705
-3% -$69.7K 1.17% 23
2024
Q4
$2.2M Buy
+22,711
New +$2.2M 1.2% 25