Navigoe Wealth Management’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
$53K Sell
542
-28
-5% -$2.74K 0.04% 66
2025
Q1
$56K Buy
570
+28
+5% +$2.75K 0.05% 63
2024
Q4
$52K Buy
+542
New +$52K 0.05% 64