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Atlantic Family Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Atlantic Family Wealth’s Portfolio AGG Stock Details AGG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$693K Buy
6,982
+1,427
+26% +$142K 0.6% 15
2025
Q1 		$550K Buy
5,555
+506
+10% +$50.1K 0.51% 17
2024
Q4 		$489K Buy
+5,049
New +$489K 0.58% 17