AllGen Financial 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	–	Sell	-2,359	Closed	-$233K	–	43
2025 Q1	$233K	Sell	2,359 -9	-0.4%	-$890	0.07%	35
2024 Q4	$229K	Buy	+2,368	New	+$229K	0.08%	36