Genesis Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Genesis Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$674K	Sell
2025 Q2	$670K	Sell
2025 Q1	$791K	Sell
2024 Q4	$842K	Buy
2015 Q2	$5.69M	Buy
2015 Q1	$5.36M	Buy
2014 Q4	$5.15M	Buy