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Caliber Wealth Management (Kansas)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$25M Buy
252,082
+147,154
+140% +$14.6M 2.69% 6
2025
Q1 		$10.4M Buy
+104,928
New +$10.4M 1.42% 16