Atria Wealth Solutions’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
2025 Q2	$18.2M	Sell	184,372 -93,403	-34%	-$9.15M	0.41%	45
2025 Q1	$27.5M	Sell	277,775 -43,329	-13%	-$4.24M	0.33%	57
2024 Q4	$31.1M	Sell	321,104 -195,281	-38%	-$19.2M	0.34%	56
2024 Q3	$52.3M	Buy	516,385 +41,254	+9%	+$4.12M	0.57%	26
2024 Q2	$46.1M	Buy	475,131 +21,111	+5%	+$2.04M	0.51%	30
2024 Q1	$44.5M	Buy	454,020 +14,526	+3%	+$1.42M	0.5%	30
2023 Q4	$43.6M	Buy	439,494 +53,551	+14%	+$5.1M	0.55%	26
2023 Q3	$36.3M	Buy	385,943 +43,284	+13%	+$4.17M	0.51%	28
2023 Q2	$33.6M	Buy	342,659 +25,325	+8%	+$2.5M	0.46%	33
2023 Q1	$31.6M	Buy	317,334 +27,549	+10%	+$2.72M	0.47%	34
2022 Q4	$28.1M	Buy	289,785 +20,542	+8%	+$1.99M	0.45%	35
2022 Q3	$25.9M	Buy	269,243 +73,378	+37%	+$7.42M	0.45%	38
2022 Q2	$19.9M	Sell	195,865 -29,407	-13%	-$3.02M	0.4%	61
2022 Q1	$24.1M	Buy	+225,272	New	+$24.8M	0.4%	43