Lokken Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$681K Buy
2024
Q3
$694K Buy
2024
Q2
$637K Buy
2024
Q1
$610K Buy
2023
Q4
$553K Buy
2023
Q3
$523K Buy
2023
Q2
$527K Buy
2023
Q1
$453K Buy