BridgePort Financial Solutions’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	$1.02M	Buy	10,235 +4,797	+88%	+$476K	0.34%	59
2025 Q1	$538K	Buy	5,438 +93	+2%	+$9.2K	0.24%	92
2024 Q4	$528K	Buy	+5,345	New	+$528K	0.24%	89