Edge Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.56M Sell
56,298
-30,403
-35% -$3M 2.93% 10
2025
Q1
$8.58M Buy
+86,701
New +$8.58M 5.41% 4