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Summit Financial Consulting’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Summit Financial Consulting’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 		$1.13M Buy
11,365
+331
+3% +$32.8K 1.01% 14
2025
Q1 		$1.09M Buy
+11,034
New +$1.09M 1.01% 15