Wood Tarver Financial Group’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
$432K Sell
4,363
-168
-4% -$16.6K 0.13% 91
2025
Q1
$448K Sell
4,531
-1,244
-22% -$123K 0.15% 87
2024
Q4
$559K Buy
+5,775
New +$559K 0.19% 71