Vista Investment Partners II’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
$3.28M Sell
33,038
-6,396
-16% -$634K 1.58% 17
2025
Q1
$3.9M Buy
39,434
+1,855
+5% +$183K 2.16% 9
2024
Q4
$3.64M Buy
+37,579
New +$3.64M 2.15% 8