Aquire Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.2M	Sell	143,135 -389	-0.3%	-$38.9K	3.74%	5
2025 Q4	$14.3M	Sell	143,524 -15,783	-10%	-$1.58M	3.73%	5
2025 Q3	$16M	Buy	159,307 +8,363	+6%	+$830K	3.93%	5
2025 Q2	$15M	Buy	150,944 +27,709	+22%	+$2.72M	4.02%	5
2025 Q1	$12.2M	Sell	123,235 -1,494	-1%	-$146K	3.75%	5
2024 Q4	$12.1M	Buy	124,729 +10,534	+9%	+$1.04M	3.74%	5
2024 Q3	$11.6M	Buy	114,195 +5,180	+5%	+$517K	3.63%	5
2024 Q2	$10.6M	Buy	109,015 +8,430	+8%	+$814K	3.55%	5
2024 Q1	$9.85M	Buy	100,585 +3,022	+3%	+$296K	3.44%	5
2023 Q4	$9.68M	Buy	97,563 +4,188	+4%	+$399K	3.68%	5
2023 Q3	$8.78M	Buy	93,375 +3,094	+3%	+$298K	3.66%	5
2023 Q2	$8.84M	Buy	90,281 +5,785	+7%	+$572K	3.53%	5
2023 Q1	$8.42M	Buy	84,496 +11,206	+15%	+$1.11M	3.68%	5
2022 Q4	$7.11M	Buy	73,290 +8,381	+13%	+$811K	3.54%	5
2022 Q3	$6.25M	Buy	64,909 +3,289	+5%	+$333K	3.63%	8
2022 Q2	$6.27M	Buy	61,620 +13,678	+29%	+$1.41M	3.66%	8
2022 Q1	$5.13M	Buy	47,942 +3,011	+7%	+$331K	2.73%	11
2021 Q4	$5.13M	Buy	+44,931	New	+$5.14M	2.68%	13