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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$105M Buy
24,538,059
+1,052
+0% +$4.51K 2.26% 12
2025
Q1
$105M Sell
24,537,007
-985,508
-4% -$4.21M 2.64% 11
2024
Q4
$118M Buy
+25,522,515
New +$118M 3.11% 10