Chancellor Financial Group WB’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
$436K Sell
4,400
-8
-0.2% -$794 0.34% 63
2025
Q1
$436K Sell
4,408
-73
-2% -$7.22K 0.36% 56
2024
Q4
$434K Buy
+4,481
New +$434K 0.35% 59