Tru Independence Asset Management 2’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
Q1
Sell
2024
Q4
$324K Hold
2024
Q3
$339K Buy
2023
Q1
$333K Buy
2022
Q3
$264K Buy
2021
Q1
Sell
2020
Q4
$51K Buy