SSA Swiss Advisors’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
$373K Sell
3,793
-1,073
-22% -$106K 0.18% 62
2025
Q1
$481K Buy
+4,866
New +$481K 0.25% 64