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PlanWiser Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

PlanWiser Financial’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 		$839K Buy
8,533
+2,413
+39% +$237K 0.72% 31
2025
Q1 		$601K Buy
+6,120
New +$601K 0.54% 35