Alteri 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
$734K Buy
7,395
+3,311
+81% +$328K 0.28% 92
2025
Q1
$404K Buy
+4,084
New +$404K 0.18% 152