Garrett Wealth Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
2025
Q1
$260K Hold
2024
Q4
$255K Sell
2024
Q3
$296K Buy
2024
Q2
$284K Buy
2019
Q4
Sell
2019
Q3
$82.8K Buy