BMS Financial 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
2023 Q2	$947K	Sell	9,666 -344	-3%	-$33.7K	0.62%	31
2023 Q1	$997K	Buy	+10,010	New	+$997K	0.69%	23