Beaird Harris Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Beaird Harris Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$97.7K	Hold	988	–	–	0.01%	209
2026 Q1	$98K	Sell	988 -606	-38%	-$60.6K	0.01%	190
2025 Q4	$159K	Sell	1,594 -30	-2%	-$3.01K	0.01%	149
2025 Q3	$163K	Buy	1,624 +47	+3%	+$4.66K	0.01%	144
2025 Q2	$156K	Hold	1,577	–	–	0.01%	143
2025 Q1	$156K	Sell	1,577 -13	-0.8%	-$1.27K	0.01%	137
2024 Q4	$154K	Buy	1,590 +751	+90%	+$74K	0.01%	139
2024 Q3	$85K	Hold	839	–	–	0.01%	193
2024 Q2	$81.4K	Sell	839 -19	-2%	-$1.83K	0.01%	177
2024 Q1	$84K	Sell	858 -186	-18%	-$18.2K	0.01%	167
2023 Q4	$104K	Buy	1,044 +636	+156%	+$60.5K	0.01%	138
2023 Q3	$38.4K	Sell	408 -17	-4%	-$1.64K	﹤0.01%	187
2023 Q2	$41.6K	Hold	425	–	–	0.01%	181
2023 Q1	$42.3K	Buy	425 +17	+4%	+$1.68K	0.01%	179
2022 Q4	$39.6K	Hold	408	–	–	0.01%	191
2022 Q3	$39K	Hold	408	–	–	0.01%	179
2022 Q2	$41K	Sell	408 -403	-50%	-$41.4K	0.01%	149
2022 Q1	$87K	Hold	811	–	–	0.03%	146
2021 Q4	$93K	Buy	+811	New	+$92.8K	0.03%	177

Other funds holding AGG

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return