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Goelzer Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Goelzer Investment Management’s Portfolio AGG Stock Details AGG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$335K Buy
3,378
+129
+4% +$12.8K 0.02% 214
2025
Q1 		$321K Hold
3,249
– – 0.02% 207
2024
Q4 		$315K Buy
+3,249
New +$315K 0.02% 211