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

Defined Wealth Management’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	$415K	Buy
2025 Q2	$382K	Buy
2025 Q1	$363K	Buy
2024 Q4	$331K	Buy
2024 Q3	$322K	Buy
2024 Q2	$305K	Buy
2024 Q1	$298K	Buy
2021 Q1	–	Sell
2020 Q4	$28K	Buy