Palacios Wealth Management’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
$232K Hold
2,339
0.19% 63
2025
Q1
$231K Hold
2,339
0.17% 55
2024
Q4
$226K Buy
+2,339
New +$226K 0.24% 56