Optivise Advisory Services’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	$2.75M	Buy	27,757 +11,828	+74%	+$1.17M	1.41%	11
2025 Q1	$1.58M	Sell	15,929 -11,614	-42%	-$1.15M	0.88%	24
2024 Q4	$2.67M	Sell	27,543 -48,783	-64%	-$4.73M	1.44%	12
2024 Q3	$7.73M	Buy	76,326 +21,532	+39%	+$2.18M	4.07%	2
2024 Q2	$5.32M	Buy	+54,794	New	+$5.32M	2.87%	5