FORM Wealth 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
$81M Sell
816,303
-113,402
-12% -$11.2M 9.8% 4
2025
Q1
$92M Buy
+929,705
New +$92M 12.49% 3