Vested Financial Planning’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
$637K Buy
6,417
+133
+2% +$13.2K 0.57% 16
2025
Q1
$622K Buy
6,284
+79
+1% +$7.81K 0.62% 14
2024
Q4
$601K Buy
+6,205
New +$601K 0.57% 14