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

Dopkins 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
Q1 		– Sell
-2,217
Closed -$215K – 85
2024
Q4 		$215K Hold
2,217
– – 0.11% 80
2024
Q3 		$225K Hold
2,217
– – 0.18% 54
2024
Q2 		$215K Hold
2,217
– – 0.13% 75
2024
Q1 		$217K Buy
+2,217
New +$217K 0.13% 72