BlueStem 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
$580K Sell
5,848
-518
-8% -$51.4K 0.07% 61
2025
Q1
$630K Sell
6,366
-65,111
-91% -$6.44M 0.09% 54
2024
Q4
$6.93M Buy
+71,477
New +$6.93M 0.91% 17