Keebeck Wealth Management’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
$255K Sell
2,574
-301
-10% -$29.9K 0.03% 298
2025
Q1
$284K Buy
2,875
+325
+13% +$32.1K 0.04% 226
2024
Q4
$247K Buy
+2,550
New +$247K 0.04% 235