Bond & Devick Financial Network’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
2026 Q1	$761K	Sell	7,662 -870	-10%	-$87K	0.21%	74
2025 Q4	$852K	Sell	8,532 -1,317	-13%	-$132K	0.24%	63
2025 Q3	$987K	Buy	9,849 +228	+2%	+$22.6K	0.3%	53
2025 Q2	$954K	Buy	9,621 +3,546	+58%	+$347K	0.32%	51
2025 Q1	$601K	Buy	6,075 +832	+16%	+$81.3K	0.22%	68
2024 Q4	$531K	Hold	5,243	–	–	0.23%	80
2024 Q3	$531K	Buy	5,243 +275	+6%	+$27.4K	0.23%	80
2024 Q2	$482K	Hold	4,968	–	–	0.26%	83
2024 Q1	$487K	Hold	4,968	–	–	0.26%	77
2023 Q4	$493K	Buy	4,968 +21	+0.4%	+$2K	0.28%	71
2023 Q3	$465K	Buy	4,947 +663	+15%	+$63.9K	0.3%	65
2023 Q2	$420K	Buy	4,284 +546	+15%	+$54K	0.26%	75
2023 Q1	$372K	Buy	3,738 +656	+21%	+$64.8K	0.24%	84
2022 Q4	$299K	Buy	+3,082	New	+$298K	0.21%	94
2022 Q1	–	Sell	-2,700	Closed	-$308K	–	108
2021 Q4	$308K	Buy	2,700 +2	+0.1%	+$229	0.23%	89
2021 Q3	$310K	Buy	2,698 +92	+4%	+$10.7K	0.26%	85
2021 Q2	$301K	Buy	+2,606	New	+$299K	0.25%	83