Tradewinds LLC’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
$561K Sell
2025
Q2
$3.3M Buy
2025
Q1
$625K Sell
2024
Q4
$703K Sell
2024
Q3
$975K Sell
2024
Q2
$1.18M Buy
2023
Q3
$2.09M Sell
2023
Q2
$2.25M Sell
2023
Q1
$2.82M Buy
2022
Q4
Sell
2022
Q3
$2.52M Sell
2022
Q2
$2.81M Buy