Surience Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Surience Private Wealth’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.66M	Buy
2025 Q2	–	Sell
2025 Q1	$266K	Buy
2024 Q4	$243K	Hold
2024 Q3	$254K	Hold
2024 Q2	$243K	Buy