WWM
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Whalen Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Whalen Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-53,494
Closed -$5.31M – 115
2023
Q4 		$5.31M Buy
+53,494
New +$5.31M 4.78% 3