PKS Advisory Services’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
$4.39M Sell
44,269
-7,435
-14% -$738K 1.08% 14
2025
Q1
$5.11M Buy
51,704
+4,847
+10% +$479K 1.4% 8
2024
Q4
$4.54M Buy
+46,857
New +$4.54M 1.14% 10