Aries Wealth Management’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	$2.69M	Buy	27,057 +793	+3%	+$79.3K	0.59%	40
2025 Q4	$2.62M	Buy	26,264 +4,229	+19%	+$424K	0.58%	43
2025 Q3	$2.21M	Buy	22,035 +550	+3%	+$54.6K	0.52%	45
2025 Q2	$2.13M	Buy	21,485 +916	+4%	+$89.8K	0.56%	43
2025 Q1	$2.03M	Buy	20,569 +548	+3%	+$53.6K	0.55%	50
2024 Q4	$1.94M	Buy	20,021 +3,219	+19%	+$317K	0.53%	48
2024 Q3	$1.7M	Buy	16,802 +12,354	+278%	+$1.23M	0.47%	55
2024 Q2	$432K	Buy	4,448 +200	+5%	+$19.3K	0.14%	131
2024 Q1	$416K	Buy	+4,248	New	+$416K	0.13%	135
2022 Q2	–	Sell	-95,600	Closed	-$10.2M	–	177
2022 Q1	$10.2M	Buy	+95,600	New	+$10.5M	4.43%	4