Lanham O'Dell & Company’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
$248K Hold
2,500
0.1% 26
2025
Q1
$247K Hold
2,500
0.14% 24
2024
Q4
$242K Buy
+2,500
New +$242K 0.13% 24
2024
Q3
Sell
-2,500
Closed -$243K 24
2024
Q2
$243K Hold
2,500
0.14% 21
2024
Q1
$245K Buy
+2,500
New +$245K 0.12% 25