Principia Wealth Advisory’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
$17.2K Buy
+173
New +$17.2K 0.01% 135
2025
Q1
Sell
-10
Closed -$969 854
2024
Q4
$969 Buy
+10
New +$969 ﹤0.01% 374