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

Envision Financial’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 		$2.26M Sell
22,804
-1,771
-7% -$176K 1.51% 21
2025
Q1 		$2.43M Buy
24,575
+2,758
+13% +$273K 1.83% 18
2024
Q4 		$2.11M Buy
+21,817
New +$2.11M 1.69% 20