Verus Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$819K Buy
8,253
+4,729
+134% +$469K 0.82% 28
2025
Q1
$349K Sell
3,524
-50
-1% -$4.95K 0.38% 38
2024
Q4
$346K Buy
+3,574
New +$346K 0.39% 40