Williams Jones Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Williams Jones Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$513K	Buy
2025 Q1	$321K	Buy
2024 Q3	–	Sell
2024 Q2	$240K	Buy
2024 Q1	$220K	Buy