Brio Consultants’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
2024 Q1	–	Sell	-2,197	Closed	-$218K	–	95
2023 Q4	$218K	Buy	+2,197	New	+$218K	0.04%	96
2019 Q1	–	Sell	-6,629	Closed	-$706K	–	68
2018 Q4	$706K	Buy	+6,629	New	+$706K	0.36%	34