Baker Tilly Wealth Management’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
2023 Q2	–	Sell	-2,635	Closed	-$263K	–	549
2023 Q1	$263K	Sell	2,635 -1,797	-41%	-$179K	0.03%	472
2022 Q4	$430K	Buy	4,432 +1,816	+69%	+$176K	0.05%	359
2022 Q3	$252K	Buy	+2,616	New	+$252K	0.03%	435