Cardiff Park Advisors’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	$169K	Buy	1,698 +10	+0.6%	+$1K	0.01%	290
2025 Q4	$169K	Buy	1,688 +18	+1%	+$1.81K	0.01%	278
2025 Q3	$167K	Buy	1,670 +14	+0.8%	+$1.39K	0.01%	295
2025 Q2	$164K	Buy	1,656 +14	+0.9%	+$1.37K	0.01%	268
2025 Q1	$162K	Buy	1,642 +9	+0.6%	+$880	0.02%	268
2024 Q4	$158K	Buy	1,633 +17	+1%	+$1.67K	0.02%	263
2024 Q3	$164K	Buy	1,616 +13	+0.8%	+$1.3K	0.01%	262
2024 Q2	$156K	Buy	1,603 +12	+0.8%	+$1.16K	0.02%	252
2024 Q1	$156K	Sell	1,591 -5	-0.3%	-$489	0.01%	270
2023 Q4	$158K	Sell	1,596 -383	-19%	-$36.4K	0.02%	247
2023 Q3	$186K	Buy	1,979 +137	+7%	+$13.2K	0.02%	217
2023 Q2	$180K	Buy	1,842 +58	+3%	+$5.73K	0.02%	232
2023 Q1	$178K	Sell	1,784 -81	-4%	-$8.01K	0.02%	228
2022 Q4	$181K	Sell	1,865 -1,046	-36%	-$101K	0.03%	233
2022 Q3	$280K	Sell	2,911 -56	-2%	-$5.66K	0.04%	194
2022 Q2	$302K	Sell	2,967 -2,180	-42%	-$224K	0.05%	190
2022 Q1	$551K	Buy	5,147 +14	+0.3%	+$1.54K	0.08%	133
2021 Q4	$586K	Buy	+5,133	New	+$587K	0.08%	128