Brickley Wealth Management’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 Q2	$389K	Buy	3,934 +167	+4%	+$16.5K	0.06%	51
2026 Q1	$374K	Sell	3,767 -154	-4%	-$15.4K	0.06%	46
2025 Q4	$392K	Buy	3,921 +292	+8%	+$29.3K	0.07%	44
2025 Q3	$364K	Buy	3,629 +118	+3%	+$11.7K	0.06%	43
2025 Q2	$348K	Buy	3,511 +278	+9%	+$27.2K	0.07%	39
2025 Q1	$320K	Buy	3,233 +174	+6%	+$17K	0.07%	40
2024 Q4	$296K	Buy	3,059 +539	+21%	+$53.1K	0.06%	39
2024 Q3	$255K	Buy	2,520 +98	+4%	+$9.78K	0.05%	41
2024 Q2	$235K	Buy	2,422 +11	+0.5%	+$1.06K	0.05%	42
2024 Q1	$236K	Sell	2,411 -148	-6%	-$14.5K	0.05%	40
2023 Q4	$254K	Sell	2,559 -64	-2%	-$6.09K	0.06%	38
2023 Q3	$247K	Buy	2,623 +110	+4%	+$10.6K	0.07%	35
2023 Q2	$246K	Buy	2,513 +236	+10%	+$23.3K	0.06%	35
2023 Q1	$227K	Sell	2,277 -78	-3%	-$7.71K	0.06%	37
2022 Q4	$228K	Sell	2,355 -271	-10%	-$26.2K	0.07%	37
2022 Q3	$253K	Sell	2,626 -6	-0.2%	-$607	0.08%	33
2022 Q2	$268K	Buy	2,632 +1	+0%	+$103	0.08%	38
2022 Q1	$282K	Sell	2,631 -326	-11%	-$35.9K	0.08%	38
2021 Q4	$337K	Sell	2,957 -121	-4%	-$13.8K	0.07%	37
2021 Q3	$353K	Buy	3,078 +735	+31%	+$85.2K	0.09%	33
2021 Q2	$270K	Buy	2,343 +47	+2%	+$5.38K	0.07%	37
2021 Q1	$261K	Buy	2,296 +30	+1%	+$3.47K	0.07%	37
2020 Q4	$268K	Sell	2,266 -16	-0.7%	-$1.89K	0.07%	32
2020 Q3	$269K	Buy	2,282 +25	+1%	+$2.97K	0.07%	31
2020 Q2	$267K	Sell	2,257 -199	-8%	-$23.3K	0.09%	31
2020 Q1	$283K	Sell	2,456 -2,707	-52%	-$309K	0.12%	31
2019 Q4	$580K	Buy	5,163 +2,507	+94%	+$283K	0.21%	27
2019 Q3	$301K	Buy	+2,656	New	+$299K	0.12%	37