Forefront Wealth Partners’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
$10.1M Sell
104,487
-7,914
-7% -$767K 6.95% 2
2025
Q1
$11.1M Buy
112,401
+9,931
+10% +$982K 7.57% 2
2024
Q4
$9.93M Buy
+102,470
New +$9.93M 7.4% 2