WealthTrust Asset 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
$5.19M Sell
52,341
-6,703
-11% -$665K 3.88% 5
2025
Q1
$5.84M Sell
59,044
-423
-0.7% -$41.8K 4.33% 3
2024
Q4
$5.76M Buy
59,467
+198
+0.3% +$19.2K 4.14% 3
2024
Q3
$6M Sell
59,269
-4,382
-7% -$444K 4.47% 4
2024
Q2
$6.18M Buy
+63,651
New +$6.18M 4.51% 3