Park Square Financial Group’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
$87.1K Sell
878
-471
-35% -$46.7K 0.06% 218
2025
Q1
$133K Hold
1,349
0.11% 133
2024
Q4
$131K Buy
+1,349
New +$131K 0.09% 136