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U.S. Wealth Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

U.S. Wealth Group’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.34M Sell
73,958
-6,485
-8% -$643K 5.72% 4
2025
Q1 		$7.96M Sell
80,443
-2,174
-3% -$215K 6.31% 4
2024
Q4 		$8.01M Buy
+82,617
New +$8.01M 6.05% 2