Accelerate Investment 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
2025
Q2
$11.4M Buy
115,334
+6,922
+6% +$687K 8.51% 3
2025
Q1
$10.7M Sell
108,412
-5,293
-5% -$524K 8.98% 2
2024
Q4
$11M Buy
113,705
+8,052
+8% +$780K 9.72% 2
2024
Q3
$10.7M Buy
+105,653
New +$10.7M 10.45% 2