NWM
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Navigation Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
14,257
+11,947
+517% +$1.19M 2.08% 7
2025
Q1
$229K Buy
+2,310
New +$229K 0.35% 9