Williams Jones Wealth 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	$513K	Buy	5,176 +1,929	+59%	+$191K	0.01%	344
2025 Q1	$321K	Buy	+3,247	New	+$321K	﹤0.01%	398
2024 Q3	–	Sell	-2,471	Closed	-$240K	–	542
2024 Q2	$240K	Buy	2,471 +222	+10%	+$21.6K	﹤0.01%	450
2024 Q1	$220K	Buy	+2,249	New	+$220K	﹤0.01%	483