Life Line Wealth Management’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
$413K Buy
4,161
+41
+1% +$4.07K 0.13% 23
2025
Q1
$408K Buy
4,120
+26
+0.6% +$2.57K 0.15% 24
2024
Q4
$397K Buy
4,094
+51
+1% +$4.94K 0.14% 17
2024
Q3
$409K Sell
4,043
-242,383
-98% -$24.5M 0.15% 17
2024
Q2
$23.9M Buy
246,426
+242,093
+5,587% +$23.5M 9.04% 8
2024
Q1
$424K Buy
4,333
+446
+11% +$43.7K 0.16% 19
2023
Q4
$386K Buy
+3,887
New +$386K 0.15% 20