Cornerstone Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cornerstone Advisory’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 Q2	$270K	Sell
2025 Q1	$272K	Sell
2024 Q4	$287K	Sell
2024 Q3	$771K	Buy
2024 Q2	$675K	Buy
2024 Q1	$577K	Buy
2023 Q4	$442K	Buy
2022 Q1	–	Sell
2021 Q4	$147K	Buy