CWS Financial 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
2025 Q1	–	Sell	-2,493	Closed	-$242K	–	129
2024 Q4	$242K	Buy	2,493 +4	+0.2%	+$388	0.08%	111
2024 Q3	$252K	Buy	2,489 +2	+0.1%	+$203	0.09%	100
2024 Q2	$241K	Buy	2,487 +301	+14%	+$29.2K	0.1%	97
2024 Q1	$214K	Buy	+2,186	New	+$214K	0.09%	101