Optivise Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Optivise Advisory Services’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.8M	Sell
2025 Q2	$2.75M	Buy
2025 Q1	$1.58M	Sell
2024 Q4	$2.67M	Sell
2024 Q3	$7.73M	Buy
2024 Q2	$5.32M	Buy