Comprehensive Financial Planning’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
$98.4K Hold
992
0.08% 127
2025
Q1
$98.1K Sell
992
-129
-12% -$12.8K 0.1% 100
2024
Q4
$109K Buy
+1,121
New +$109K 0.09% 119