Proquility Private Wealth Partners’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
Q1
Sell
-13,133
Closed -$1.27M 83
2024
Q4
$1.27M Buy
+13,133
New +$1.27M 0.41% 62
2023
Q2
Sell
-330,000
Closed -$330K 86
2023
Q1
$330K Sell
330,000
-1,323
-0.4% -$1.32K 0.13% 92
2022
Q4
$458K Buy
+331,323
New +$458K 0.19% 82