Adapt Wealth 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
2024 Q4	–	Sell	-3,779	Closed	-$383K	–	71
2024 Q3	$383K	Sell	3,779 -3,879	-51%	-$393K	0.2%	48
2024 Q2	$743K	Sell	7,658 -1,379	-15%	-$134K	0.47%	34
2024 Q1	$885K	Buy	+9,037	New	+$885K	0.63%	26