49 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 Q1	–	Sell	-5,655	Closed	-$548K	–	190
2024 Q4	$548K	Buy	+5,655	New	+$548K	0.08%	78
2024 Q3	–	Sell	-59,698	Closed	-$5.75M	–	181
2024 Q2	$5.75M	Buy	+59,698	New	+$5.75M	1.13%	24