Balboa Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
2025
Q1
$1.33M Buy
2024
Q4
$1.3M Buy
2024
Q3
$1.24M Sell
2024
Q2
$1.31M Buy
2024
Q1
$268K Sell
2023
Q4
$304K Buy