Towneley Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Sell
2025
Q2
$281K Sell
2025
Q1
$299K Sell
2024
Q4
$323K Sell
2024
Q3
$612K Sell
2024
Q2
$724K Sell
2024
Q1
$1.11M Buy
2023
Q4
$1.12M Buy