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Pines Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pines Wealth Management’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 		$262K Sell
2,665
-139
-5% -$13.7K 0.09% 188
2025
Q1 		$274K Sell
2,804
-205
-7% -$20K 0.13% 160
2024
Q4 		$289K Buy
+3,009
New +$289K 0.13% 162