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Crux Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Crux Wealth Advisors’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 		$1.68M Sell
16,917
-11,004
-39% -$1.09M 0.71% 42
2025
Q1 		$2.76M Sell
27,921
-3,556
-11% -$352K 1.44% 19
2024
Q4 		$3.05M Buy
+31,477
New +$3.05M 1.7% 15