Ariadne 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
$1.29M Hold
12,980
0.62% 38
2025
Q1
$1.27M Hold
12,980
0.66% 38
2024
Q4
$1.27M Hold
12,980
0.58% 40
2024
Q3
$1.28M Buy
12,980
+1
+0% +$98 0.69% 34
2024
Q2
$1.26M Buy
+12,979
New +$1.26M 0.97% 26