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Note Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Note Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$336K Sell
3,391
-406
-11% -$40.3K 0.23% 56
2025
Q1 		$376K Sell
3,797
-1,178
-24% -$117K 0.31% 51
2024
Q4 		$482K Buy
+4,975
New +$482K 0.43% 47