Sincerus Advisory’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
$3.13M Buy
31,809
+1,052
+3% +$104K 2.94% 7
2025
Q1
$3.04M Buy
30,757
+701
+2% +$69.3K 3.21% 7
2024
Q4
$2.91M Buy
+30,056
New +$2.91M 3.12% 7