Pine Haven Investment Counsel’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
$205K Hold
2,065
0.16% 110
2025
Q1
$204K Buy
+2,065
New +$204K 0.17% 112
2024
Q4
Sell
-2,040
Closed -$207K 108
2024
Q3
$207K Buy
+2,040
New +$207K 0.17% 107