Quotient Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218M Buy
2025
Q2
$205M Buy
2025
Q1
$199M Sell
2024
Q4
$237M Buy
2024
Q3
$240M Buy
2024
Q2
$225M Buy
2024
Q1
$202M Buy
2023
Q4
$175M Buy