Wealthedge Investment Advisors’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
$603K Buy
6,076
+728
+14% +$72.2K 0.25% 94
2025
Q1
$529K Sell
5,348
-4,215
-44% -$417K 0.24% 87
2024
Q4
$927K Buy
+9,563
New +$927K 0.42% 66