IMA Advisory Services’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
$59.9K Buy
+604
New +$59.9K 0.01% 220
2025
Q1
Sell
-5,074
Closed -$492K 339
2024
Q4
$492K Buy
+5,074
New +$492K 0.06% 144