CJM Wealth Advisers’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
$295K Sell
2,969
-5
-0.2% -$496 0.1% 55
2025
Q1
$294K Hold
2,974
0.1% 54
2024
Q4
$288K Hold
2,974
0.1% 56
2024
Q3
$301K Buy
+2,974
New +$301K 0.1% 50