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LWM Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LWM Advisory Services’s Portfolio AGG Stock Details AGG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5
Closed -$486 – 83
2023
Q3 		$486 Buy
+5
New +$486 ﹤0.01% 145