IWA
AGG icon

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

Icon Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$254K Buy
2,560
+366
+17% +$36.3K 0.02% 332
2025
Q1 		$217K Sell
2,194
-7,254
-77% -$717K 0.02% 335
2024
Q4 		$915K Buy
9,448
+6,001
+174% +$581K 0.08% 153
2024
Q3 		$349K Buy
+3,447
New +$349K 0.03% 269