New Insight Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Sell
2025
Q2
$266K Hold
2025
Q1
$266K Hold
2024
Q4
$260K Buy
2024
Q3
$237K Hold
2024
Q2
$227K Buy
2024
Q1
$216K Sell
2023
Q4
$302K Buy