Axis Wealth Partners’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	$2.09M	Sell	21,107 -6,968	-25%	-$691K	1.38%	21
2025 Q1	$2.78M	Buy	28,075 +1,758	+7%	+$174K	2.05%	11
2024 Q4	$2.55M	Buy	+26,317	New	+$2.55M	2.15%	11