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Richards, Merrill & Peterson’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Richards, Merrill & Peterson’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$183K Buy
1,842
+75
+4% +$7.44K 0.09% 157
2025
Q1 		$175K Buy
1,767
+238
+16% +$23.5K 0.09% 152
2024
Q4 		$148K Buy
+1,529
New +$148K 0.08% 153