IWB
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Innovative Wealth Building’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Innovative Wealth Building’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 		$3.97M Buy
40,067
+6,042
+18% +$599K 3.29% 7
2025
Q1 		$3.37M Sell
34,025
-877
-3% -$86.8K 3.1% 7
2024
Q4 		$3.38M Buy
+34,902
New +$3.38M 3.06% 8