Gitterman Wealth Management’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
$695K Buy
7,004
+690
+11% +$68.4K 0.16% 29
2025
Q1
$625K Buy
6,314
+1,946
+45% +$192K 0.17% 33
2024
Q4
$423K Buy
+4,368
New +$423K 0.18% 47