Column Capital 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
2023 Q3	$86.2K	Hold	917	–	–	0.01%	248
2023 Q2	$89.8K	Buy	917 +20	+2%	+$1.98K	0.01%	235
2023 Q1	$89.4K	Hold	897	–	–	0.01%	244
2022 Q4	$87K	Sell	897 -1,296	-59%	-$125K	0.01%	220
2022 Q3	$211K	Sell	2,193 -60	-3%	-$6.07K	0.04%	113
2022 Q2	$229K	Buy	2,253 +1,000	+80%	+$103K	0.04%	103
2022 Q1	$134K	Hold	1,253	–	–	0.02%	159
2021 Q4	$143K	Sell	1,253 -52	-4%	-$5.95K	0.03%	157
2021 Q3	$150K	Hold	1,305	–	–	0.03%	146
2021 Q2	$151K	Hold	1,305	–	–	0.03%	143
2021 Q1	$149K	Buy	1,305 +263	+25%	+$30.5K	0.03%	139
2020 Q4	$123K	Hold	1,042	–	–	0.03%	150
2020 Q3	$123K	Sell	1,042 -288	-22%	-$34.2K	0.04%	136
2020 Q2	$157K	Sell	1,330 -119	-8%	-$13.9K	0.05%	108
2020 Q1	$167K	Sell	1,449 -16	-1%	-$1.82K	0.07%	82
2019 Q4	$164K	Buy	+1,465	New	+$165K	0.08%	106