Legacy Wealth Management (Tennessee)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Legacy Wealth Management (Tennessee)’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.9M	Sell
2025 Q2	$3.93M	Buy
2025 Q1	$3.61M	Buy
2024 Q4	$3.37M	Sell
2024 Q3	$3.9M	Sell
2024 Q2	$3.92M	Buy
2024 Q1	$3.7M	Hold
2023 Q4	$3.75M	Buy
2017 Q1	–	Sell
2016 Q4	$88.3K	Buy