Coastal Bridge 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
$363K Buy
3,655
+293
+9% +$29.1K 0.03% 325
2025
Q1
$333K Buy
+3,362
New +$333K 0.08% 187