William Howard & Co Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$936K Hold
2025
Q2
$927K Sell
2025
Q1
$936K Hold
2024
Q4
$916K Sell
2024
Q3
$1.21M Hold
2024
Q2
$1.16M Hold
2024
Q1
$1.17M Buy