PAX Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$642K Buy
2025
Q2
$575K Buy
2025
Q1
$570K Buy
2024
Q4
$302K Buy
2024
Q3
$301K Buy
2023
Q4
Sell
2023
Q3
$375K Buy
2022
Q3
Sell
2022
Q2
$1.15M Buy
2022
Q1
$908K Buy