TWM
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Topsail Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
4,209
+10
+0.2% +$992 0.08% 86
2025
Q1
$415K Buy
4,199
+174
+4% +$17.2K 0.08% 80
2024
Q4
$390K Buy
+4,025
New +$390K 0.08% 68