Capital Planning Advisors’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
2020 Q1	–	Sell	-2,105	Closed	-$237K	–	112
2019 Q4	$237K	Buy	+2,105	New	+$237K	0.06%	114
2015 Q4	–	Sell	-7,682	Closed	-$842K	–	104
2015 Q3	$842K	Buy	+7,682	New	+$842K	0.55%	37