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Cary Street Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cary Street Partners’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 		$4.94M Buy
49,788
+2,286
+5% +$227K 0.14% 167
2025
Q1 		$4.7M Sell
47,502
-4,112
-8% -$407K 0.15% 157
2024
Q4 		$5M Buy
+51,614
New +$5M 0.16% 137