Davies 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 Q2	$1.29M	Buy	+12,961	New	+$1.29M	1%	21
2024 Q3	–	Sell	-4,594	Closed	-$446K	–	73
2024 Q2	$446K	Sell	4,594 -30,700	-87%	-$2.98M	0.42%	47
2024 Q1	$3.46M	Buy	+35,294	New	+$3.46M	3.53%	6