Lee, Danner & Bass’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lee, Danner & Bass’s Portfolio AGG Stock Details AGG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$305K	Hold
2025 Q2	$302K	Sell
2025 Q1	$1.12M	Buy
2024 Q4	$295K	Buy
2020 Q3	–	Sell
2020 Q2	$2.77M	Buy