Clear Point 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
2024 Q4	–	Sell	-2,987	Closed	-$302K	–	114
2024 Q3	$302K	Sell	2,987 -604	-17%	-$61.2K	0.23%	87
2024 Q2	$349K	Sell	3,591 -373	-9%	-$36.2K	0.29%	78
2024 Q1	$388K	Sell	3,964 -2,281	-37%	-$223K	0.32%	78
2023 Q4	$620K	Buy	+6,245	New	+$620K	0.55%	48