MB Generational 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
Q1
$338K Buy
+3,417
New +$338K 0.25% 39
2024
Q4
Sell
-3,556
Closed -$360K 51
2024
Q3
$360K Hold
3,556
0.26% 35
2024
Q2
$345K Buy
+3,556
New +$345K 0.27% 33