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Allied Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$225K Hold
2,269
0.04% 79
2025
Q1
$224K Sell
2,269
-81
-3% -$8.01K 0.04% 81
2024
Q4
$228K Hold
2,350
0.05% 74
2024
Q3
$238K Buy
+2,350
New +$238K 0.05% 67