4Wealth Advisors’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	$397K	Sell	4,003 -10	-0.2%	-$992	0.4%	82
2025 Q1	$397K	Sell	4,013 -12,349	-75%	-$1.22M	0.43%	84
2024 Q4	$1.59M	Buy	+16,362	New	+$1.59M	1.59%	13