Cerro Pacific Wealth 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
$226K Buy
+2,277
New +$226K 0.06% 152
2023
Q1
Sell
-17,972
Closed -$1.74M 145
2022
Q4
$1.74M Buy
+17,972
New +$1.74M 0.93% 26
2020
Q4
$369K Buy
+3,119
New +$369K 0.22% 86