Dale Q Rice Investment Management’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 Q2	$474K	Sell	4,847 -4,847	-50%	-$474K	0.39%	37
2025 Q1	$959K	Sell	9,694 -253	-3%	-$25K	0.5%	33
2024 Q4	$964K	Buy	+9,947	New	+$964K	0.42%	34