ORG Wealth Partners’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
$535K Buy
5,412
+100
+2% +$9.89K 0.13% 111
2025
Q1
$526K Buy
+5,312
New +$526K 0.16% 108