Retirement Wealth Solutions’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
$2.22M Buy
22,398
+807
+4% +$80.1K 1.62% 18
2025
Q1
$2.14M Buy
21,591
+116
+0.5% +$11.5K 1.72% 18
2024
Q4
$2.06M Buy
+21,475
New +$2.06M 1.74% 18