Private Wealth Management Group’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
2024
Q3
Sell
-3,347
Closed -$325K 1501
2024
Q2
$325K Buy
+3,347
New +$325K 0.14% 58