Caldwell Sutter Capital’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	$142K	Hold	1,429	–	–	0.06%	258
2025 Q4	$143K	Hold	1,429	–	–	0.06%	250
2025 Q3	$143K	Buy	1,429 +4	+0.3%	+$397	0.06%	248
2025 Q2	$141K	Hold	1,425	–	–	0.06%	239
2025 Q1	$141K	Sell	1,425 -48	-3%	-$4.69K	0.07%	238
2024 Q4	$143K	Sell	1,473 -23	-2%	-$2.27K	0.07%	238
2024 Q3	$152K	Sell	1,496 -4	-0.3%	-$399	0.07%	236
2024 Q2	$146K	Sell	1,500 -51	-3%	-$4.92K	0.07%	233
2024 Q1	$152K	Buy	1,551 +87	+6%	+$8.52K	0.07%	233
2023 Q4	$145K	Buy	1,464 +414	+39%	+$39.4K	0.07%	228
2023 Q3	$98.7K	Buy	1,050 +150	+17%	+$14.4K	0.05%	256
2023 Q2	$88.2K	Buy	900 +761	+547%	+$75.2K	0.05%	265
2023 Q1	$13.8K	Buy	+139	New	+$13.7K	0.01%	373