AAMC
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Asset Allocation & Management Company’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
$565K Hold
5,692
0.26% 39
2025
Q1
$563K Buy
+5,692
New +$563K 0.29% 40
2023
Q4
Sell
-44,000
Closed -$4.14M 50
2023
Q3
$4.14M Sell
44,000
-107,545
-71% -$10.1M 2.48% 11
2023
Q2
$14.8M Buy
+151,545
New +$14.8M 5.9% 5