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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$215K Hold
2024
Q3
$225K Hold
2024
Q2
$215K Hold
2024
Q1
$217K Buy