Apella Capital’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 Q2	–	Sell	-8,740	Closed	-$847K	–	309
2024 Q1	$847K	Buy	8,740 +1,494	+21%	+$145K	0.04%	152
2023 Q4	$713K	Buy	7,246 +231	+3%	+$22.7K	0.04%	159
2023 Q3	$660K	Sell	7,015 -5,685	-45%	-$535K	0.05%	146
2023 Q2	$1.24M	Buy	+12,700	New	+$1.24M	0.09%	101