Brass Tax 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
2025 Q2	$5.57M	Buy	56,104 +6,316	+13%	+$627K	1.07%	21
2025 Q1	$4.93M	Buy	49,788 +1,810	+4%	+$179K	1.03%	23
2024 Q4	$4.65M	Buy	47,978 +1,369	+3%	+$133K	0.98%	26
2024 Q3	$4.72M	Buy	+46,609	New	+$4.72M	1.01%	22