Cooper Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cooper Financial Group’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$237K	Buy
2025 Q2	$220K	Sell
2025 Q1	$273K	Buy
2024 Q4	$219K	Buy
2024 Q3	$227K	Buy
2022 Q3	–	Sell
2022 Q2	$227K	Buy
2021 Q2	–	Sell
2021 Q1	$264K	Sell
2020 Q4	$2.01M	Buy