Carrera Capital Advisors’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
$1.5M Buy
15,106
+1,323
+10% +$131K 0.3% 60
2025
Q1
$1.36M Buy
13,783
+3,261
+31% +$323K 0.3% 69
2024
Q4
$1.02M Buy
10,522
+1,126
+12% +$109K 0.24% 71
2024
Q3
$951K Sell
9,396
-1,690
-15% -$171K 0.23% 58
2024
Q2
$1.08M Buy
+11,086
New +$1.08M 0.35% 41