Insight Wealth 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	$418K	Buy	4,215 +1,347	+47%	+$134K	0.16%	74
2025 Q1	$284K	Sell	2,868 -1,898	-40%	-$188K	0.05%	87
2024 Q4	$462K	Buy	4,766 +1,593	+50%	+$154K	0.06%	66
2024 Q3	$321K	Buy	+3,173	New	+$321K	0.06%	77