AWM
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Aspire Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Aspire Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-205
Closed -$20.3K – 188
2023
Q4 		$20.3K Hold
205
– – 0.01% 143
2023
Q3 		$19.3K Hold
205
– – 0.01% 141
2023
Q2 		$20.1K Hold
205
– – 0.02% 147
2023
Q1 		$20.4K Buy
+205
New +$20.4K 0.02% 144