LWA
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LifeGoal Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LifeGoal Wealth Advisors’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 		$1.27M Buy
12,794
+1,219
+11% +$121K 1.21% 22
2025
Q1 		$1.15M Buy
11,575
+5,228
+82% +$517K 1.24% 24
2024
Q4 		$615K Buy
+6,347
New +$615K 0.67% 32