DHK 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	$843K	Sell	8,500 -8,500	-50%	-$843K	0.48%	43
2025 Q1	$1.68M	Buy	17,000 +8,500	+100%	+$841K	0.92%	22
2024 Q4	$824K	Hold	8,500	–	–	0.5%	45
2024 Q3	$861K	Buy	+8,500	New	+$861K	0.53%	37