Westfuller 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
$695K Sell
7,002
-12,248
-64% -$1.21M 0.4% 59
2025
Q1
$1.9M Sell
19,250
-80,479
-81% -$7.96M 1.27% 21
2024
Q4
$9.66M Buy
99,729
+11,044
+12% +$1.07M 6.14% 2
2024
Q3
$8.98M Buy
+88,685
New +$8.98M 6.45% 2