Sierra Ocean’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
$240K Hold
2,437
0.17% 59
2025
Q1
$240K Buy
2,437
+15
+0.6% +$1.48K 0.19% 56
2024
Q4
$235K Buy
+2,422
New +$235K 0.19% 57