PJWM
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Philip James Wealth Mangement’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Philip James Wealth Mangement’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$357K Hold
3,603
– – 0.05% 128
2025
Q1 		$356K Sell
3,603
-193
-5% -$19.1K 0.04% 123
2024
Q4 		$368K Buy
+3,796
New +$368K 0.05% 124