McClarren Financial Advisors’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
Sell
-98
Closed -$59K 84
2025
Q1
$59K Buy
+98
New +$59K 0.04% 126
2024
Q4
Sell
-101
Closed -$5 202
2024
Q3
$5 Buy
+101
New +$5 ﹤0.01% 200