DHJJ Financial 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
2026 Q1	$32.3K	Hold	325	–	–	0.01%	468
2025 Q4	$32.5K	Sell	325 -90	-22%	-$9.03K	0.01%	449
2025 Q3	$41.6K	Buy	415 +1	+0.2%	+$99	0.01%	392
2025 Q2	$41K	Hold	414	–	–	0.01%	375
2025 Q1	$40.9K	Sell	414 -17	-4%	-$1.66K	0.02%	340
2024 Q4	$41.8K	Buy	431 +1	+0.2%	+$98	0.02%	330
2024 Q3	$43.6K	Buy	430 +1	+0.2%	+$100	0.02%	325
2024 Q2	$41.7K	Sell	429 -452	-51%	-$43.6K	0.02%	300
2024 Q1	$86.2K	Sell	881 -136	-13%	-$13.3K	0.04%	209
2023 Q4	$101K	Buy	1,017 +1	+0.1%	+$95	0.05%	194
2023 Q3	$95.6K	Buy	+1,016	New	+$97.8K	0.05%	189
2021 Q3	–	Sell	-1,769	Closed	-$204K	–	126
2021 Q2	$204K	Buy	+1,769	New	+$203K	0.11%	120