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Copia Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Copia Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$32.8K Sell
331
-58
-15% -$5.75K 0.03% 198
2025
Q1 		$38.5K Sell
389
-165
-30% -$16.3K 0.04% 175
2024
Q4 		$53.7K Buy
+554
New +$53.7K 0.05% 137