Act 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
2025 Q2	$8.29M	Buy	83,527 +904	+1%	+$89.7K	3.5%	8
2025 Q1	$8.17M	Sell	82,623 -2,982	-3%	-$295K	3.7%	8
2024 Q4	$8.3M	Buy	85,605 +766	+0.9%	+$74.2K	3.88%	8
2024 Q3	$8.59M	Buy	84,839 +23,577	+38%	+$2.39M	3.81%	8
2024 Q2	$5.95M	Buy	+61,262	New	+$5.95M	2.93%	11