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Wela Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-60,170
Closed -$473K 54
2024
Q4
$473K Buy
+60,170
New +$473K 0.2% 37
2019
Q1
Sell
-3,785
Closed -$403K 34
2018
Q4
$403K Buy
+3,785
New +$403K 0.3% 29