Magnolia Private Wealth’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
$508K Sell
5,124
-966
-16% -$95.8K 0.39% 59
2025
Q1
$602K Sell
6,090
-5,243
-46% -$519K 0.5% 48
2024
Q4
$1.1M Buy
+11,333
New +$1.1M 0.94% 26