Wealthcare Capital Partners’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
$3.36M Buy
33,826
+1,831
+6% +$182K 1.69% 11
2025
Q1
$3.16M Buy
31,995
+1,822
+6% +$180K 1.63% 10
2024
Q4
$2.92M Buy
+30,173
New +$2.92M 1.52% 11