WWA
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Wingate Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wingate Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.96M Buy
29,843
+24,525
+461% +$2.43M 2.64% 8
2025
Q1 		$526K Sell
5,318
-1,587
-23% -$157K 0.61% 53
2024
Q4 		$669K Buy
+6,905
New +$669K 0.66% 44