LWM
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LeConte Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LeConte Wealth Management’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 		$5.93M Buy
59,747
+24,962
+72% +$2.48M 4.01% 7
2025
Q1 		$3.44M Buy
+34,785
New +$3.44M 2.19% 11