Twin Peaks Wealth Advisors’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
$409K Buy
2025
Q2
$395K Sell
2025
Q1
$423K Buy
2024
Q3
Sell
2024
Q2
$768K Sell
2024
Q1
$1.15M Buy
2023
Q4
$738K Buy