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Bulltick Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bulltick Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,415
Closed -$438K – 113
2025
Q2 		$438K Hold
4,415
– – 0.11% 91
2025
Q1 		$437K Hold
4,415
– – 0.12% 96
2024
Q4 		$428K Hold
4,415
– – 0.1% 99
2024
Q3 		$447K Buy
4,415
+45
+1% +$4.49K 0.11% 89
2024
Q2 		$424K Hold
4,370
– – 0.12% 72
2024
Q1 		$428K Hold
4,370
– – 0.09% 84
2023
Q4 		$434K Buy
+4,370
New +$416K 0.1% 88
2023
Q3 		– Sell
-4,880
Closed -$478K – 118
2023
Q2 		$478K Hold
4,880
– – 0.11% 91
2023
Q1 		$486K Hold
4,880
– – 0.13% 86
2022
Q4 		$473K Buy
+4,880
New +$472K 0.14% 75

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Mercer Global Advisors
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return