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

Everhart Financial Group’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 		$346K Sell
3,486
-71
-2% -$7.04K 0.04% 274
2025
Q1 		$352K Buy
+3,557
New +$352K 0.05% 261