Benchmark Financial Wealth Advisors’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
2022 Q2	–	Sell	-4,942	Closed	-$529K	–	73
2022 Q1	$529K	Sell	4,942 -148,272	-97%	-$16.3M	0.22%	41
2021 Q4	$17.5M	Buy	153,214 +6,033	+4%	+$690K	7.31%	3
2021 Q3	$16.9M	Buy	147,181 +8,610	+6%	+$998K	8.03%	3
2021 Q2	$16M	Buy	138,571 +13,176	+11%	+$1.51M	7.63%	3
2021 Q1	$14.3M	Buy	125,395 +4,844	+4%	+$561K	7.79%	3
2020 Q4	$14.2M	Buy	120,551 +9,355	+8%	+$1.1M	7.84%	3
2020 Q3	$13.1M	Buy	111,196 +17,270	+18%	+$2.05M	8.46%	3
2020 Q2	$11.1M	Buy	93,926 +45,989	+96%	+$5.38M	8.16%	3
2020 Q1	$5.53M	Buy	47,937 +14,602	+44%	+$1.66M	5.57%	6
2019 Q4	$3.75M	Buy	33,335 +23,625	+243%	+$2.66M	3.1%	7
2019 Q3	$1.1M	Buy	+9,710	New	+$1.09M	1.08%	13