Holistic Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Holistic Planning’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	$955K	Sell
2025 Q2	$1.04M	Buy
2025 Q1	$1.01M	Buy
2024 Q4	$870K	Buy
2024 Q3	$707K	Buy