Everett Harris & Co’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	$287K	Hold	2,892	–	–	﹤0.01%	285
2025 Q4	$289K	Hold	2,892	–	–	﹤0.01%	287
2025 Q3	$290K	Hold	2,892	–	–	﹤0.01%	277
2025 Q2	$287K	Hold	2,892	–	–	﹤0.01%	277
2025 Q1	$286K	Hold	2,892	–	–	﹤0.01%	272
2024 Q4	$280K	Hold	2,892	–	–	﹤0.01%	251
2024 Q3	$293K	Hold	2,892	–	–	﹤0.01%	240
2024 Q2	$281K	Sell	2,892 -200	-6%	-$19.3K	﹤0.01%	237
2024 Q1	$303K	Sell	3,092 -1,140	-27%	-$112K	﹤0.01%	225
2023 Q4	$420K	Hold	4,232	–	–	0.01%	189
2023 Q3	$398K	Sell	4,232 -105	-2%	-$10.1K	0.01%	185
2023 Q2	$425K	Buy	+4,337	New	+$429K	0.01%	183