Congress Wealth Management’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
2025 Q2	$17.1M	Buy	172,567 +78,480	+83%	+$7.69M	0.17%	151
2025 Q1	$9.31M	Sell	94,087 -12,831	-12%	-$1.25M	0.11%	219
2024 Q4	$10.4M	Buy	106,918 +1,052	+1%	+$104K	0.14%	196
2024 Q3	$10.7M	Sell	105,866 -14,535	-12%	-$1.45M	0.14%	201
2024 Q2	$11.7M	Buy	120,401 +6,864	+6%	+$663K	0.19%	155
2024 Q1	$11.1M	Buy	113,537 +2,688	+2%	+$263K	0.19%	157
2023 Q4	$11M	Buy	110,849 +3,160	+3%	+$301K	0.2%	143
2023 Q3	$10.1M	Buy	107,689 +99,903	+1,283%	+$9.62M	0.21%	143
2023 Q2	$763K	Sell	7,786 -380	-5%	-$37.6K	0.02%	368
2023 Q1	$814K	Sell	8,166 -320	-4%	-$31.6K	0.02%	366
2022 Q4	$823K	Buy	8,486 +646	+8%	+$62.5K	0.02%	354
2022 Q3	$756K	Sell	7,840 -449	-5%	-$45.4K	0.02%	360
2022 Q2	$844K	Sell	8,289 -1,206	-13%	-$124K	0.02%	352
2022 Q1	$1.02M	Sell	9,495 -1,452	-13%	-$160K	0.02%	350
2021 Q4	$1.25M	Buy	+10,947	New	+$1.25M	0.03%	350