Boomfish Wealth Group’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
$7.03M Buy
70,860
+4,393
+7% +$436K 4.06% 3
2025
Q1
$6.57M Buy
66,467
+548
+0.8% +$54.2K 4.27% 3
2024
Q4
$6.39M Buy
65,919
+20,934
+47% +$2.03M 3.88% 3
2024
Q3
$4.56M Buy
44,985
+35,083
+354% +$3.55M 2.79% 3
2024
Q2
$961K Buy
9,902
+3,693
+59% +$358K 0.62% 69
2024
Q1
$608K Buy
+6,209
New +$608K 0.41% 76