FullCircle Wealth’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
$226K Sell
2,273
-128
-5% -$12.7K 0.08% 239
2025
Q1
$237K Sell
2,401
-2,758
-53% -$273K 0.1% 200
2024
Q4
$502K Buy
5,159
+2,886
+127% +$281K 0.21% 130
2024
Q3
$224K Hold
2,273
0.1% 167
2024
Q2
$222K Buy
+2,273
New +$222K 0.11% 152