North Berkeley 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	$2.34M	Buy	23,627 +2,929	+14%	+$291K	2.15%	10
2025 Q1	$2.05M	Buy	20,698 +3,339	+19%	+$330K	2.13%	10
2024 Q4	$1.68M	Buy	+17,359	New	+$1.68M	1.71%	10