Impact Capital Partners’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
$4.98M Buy
50,181
+7,816
+18% +$775K 1.63% 10
2025
Q1
$4.19M Sell
42,365
-8,346
-16% -$826K 1.52% 10
2024
Q4
$4.91M Buy
+50,711
New +$4.91M 1.75% 7