Permanent Capital 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
Q1
$18.3M Buy
184,503
+2,127
+1% +$210K 5.23% 7
2024
Q4
$17.7M Buy
+182,376
New +$17.7M 5.47% 7
2024
Q2
$13.5M Buy
+135,958
New +$13.5M 2.82% 9