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Primoris Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Primoris Wealth Advisors’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 		$205K Sell
2,069
-2,771
-57% -$275K 0.14% 93
2025
Q1 		$479K Buy
+4,840
New +$479K 0.37% 61