Legacy Wealth Management (Idaho)’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
$446K Buy
4,491
+4,376
+3,805% +$434K 0.23% 51
2025
Q1
$11.4K Buy
+115
New +$11.4K 0.01% 306
2024
Q4
Sell
-85
Closed -$8.3K 750
2024
Q3
$8.3K Buy
+85
New +$8.3K ﹤0.01% 338