Cannon Wealth Management Services’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
$4.16M Buy
41,984
+1,248
+3% +$124K 3.4% 10
2025
Q1
$4M Buy
40,736
+1,408
+4% +$138K 3.57% 10
2024
Q4
$3.82M Buy
39,328
+4,280
+12% +$416K 3.29% 11
2024
Q3
$3.55M Buy
+35,048
New +$3.55M 3.25% 10