BNC Wealth Management’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
Q3
$263K Sell
2025
Q2
$275K Buy
2025
Q1
$265K Hold
2024
Q4
$259K Buy
2024
Q3
$258K Buy
2024
Q2
$213K Buy
2020
Q4
Sell
2020
Q3
$16K Buy