Merkkuri Wealth 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
$3.3M Buy
33,296
+1,120
+3% +$111K 2.51% 10
2025
Q1
$3.18M Sell
32,176
-3,197
-9% -$316K 2.73% 11
2024
Q4
$3.43M Buy
35,373
+3,242
+10% +$314K 2.71% 12
2024
Q3
$3.25M Buy
32,131
+4,640
+17% +$470K 2.57% 12
2024
Q2
$2.67M Buy
+27,491
New +$2.67M 2.46% 11