Blue Oak Capital’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
$21.4M Buy
215,692
+88,281
+69% +$8.76M 11.24% 2
2025
Q1
$12.6M Buy
127,411
+7,826
+7% +$774K 6.96% 3
2024
Q4
$11.6M Buy
+119,585
New +$11.6M 7.04% 4