Alliance Wealth Advisors (Utah)’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
$918K Buy
9,257
+3,640
+65% +$361K 0.22% 107
2025
Q1
$556K Buy
5,617
+1,839
+49% +$182K 0.15% 153
2024
Q4
$366K Buy
+3,778
New +$366K 0.09% 196