Cascade Investment 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
Q1
Sell
-2,500
Closed -$242K 114
2024
Q4
$242K Buy
+2,500
New +$242K 0.16% 105