Vawter Financial’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
Q2
Sell
2025
Q1
$1.86M Buy
2024
Q4
$1.49M Buy
2024
Q3
$1.46M Buy
2024
Q2
$1.07M Buy
2024
Q1
$1.07M Buy
2023
Q4
$905K Buy
2023
Q3
$300K Sell
2023
Q2
$332K Buy
2023
Q1
$230K Buy
2022
Q4
$205K Buy