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

Fonville 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
Q2 		$1.45M Buy
14,663
+1,488
+11% +$148K 0.37% 50
2025
Q1 		$1.3M Buy
13,175
+10,053
+322% +$994K 0.38% 51
2024
Q4 		$303K Hold
3,122
– – 0.1% 89
2024
Q3 		$316K Buy
+3,122
New +$316K 0.11% 91