AssuredPartners Investment 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	-2,341	Closed	-$232K	–	244
2025 Q1	$232K	Sell	2,341 -689	-23%	-$68.2K	0.04%	296
2024 Q4	$294K	Buy	+3,030	New	+$294K	0.06%	277