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

Oak Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$596K Buy
6,013
+214
+4% +$21.2K 0.38% 38
2025
Q1 		$574K Buy
5,799
+274
+5% +$27.1K 0.42% 29
2024
Q4 		$535K Buy
+5,525
New +$535K 0.41% 31