PMG Wealth Management’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
$396K Sell
4,000
-925
-19% -$91.5K 0.33% 38
2025
Q1
$486K Buy
4,925
+350
+8% +$34.5K 0.52% 29
2024
Q4
$443K Buy
+4,575
New +$443K 0.4% 32