FFT Wealth Management’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	$3.05M	Sell	30,759 -5,932	-16%	-$593K	0.55%	30
2025 Q4	$3.66M	Sell	36,691 -12,372	-25%	-$1.24M	0.7%	27
2025 Q3	$4.92M	Sell	49,063 -1,303	-3%	-$129K	0.9%	23
2025 Q2	$4.99M	Sell	50,366 -33,783	-40%	-$3.31M	0.98%	23
2025 Q1	$8.32M	Sell	84,149 -1,576	-2%	-$154K	1.74%	13
2024 Q4	$8.31M	Sell	85,725 -601	-0.7%	-$59.2K	0.63%	19
2024 Q3	$8.74M	Buy	86,326 +3,566	+4%	+$356K	0.66%	20
2024 Q2	$8.03M	Buy	82,760 +2,068	+3%	+$200K	0.71%	16
2024 Q1	$7.9M	Sell	80,692 -538,177	-87%	-$52.7M	0.68%	16
2023 Q4	$61.4M	Buy	618,869 +575,278	+1,320%	+$54.7M	5.32%	9
2023 Q3	$4.1M	Buy	43,591 +8,955	+26%	+$862K	0.53%	24
2023 Q2	$3.39M	Buy	34,636 +26,570	+329%	+$2.63M	0.42%	25
2023 Q1	$804K	Buy	8,066 +1	+0%	+$99	0.1%	36
2022 Q4	$782K	Buy	+8,065	New	+$780K	0.1%	32
2020 Q2	–	Sell	-62,388	Closed	-$7.2M	–	29
2020 Q1	$7.2M	Buy	+62,388	New	+$7.11M	2.11%	13
2018 Q3	–	Sell	-2,841	Closed	-$302K	–	36
2018 Q2	$302K	Hold	2,841	–	–	0.11%	31
2018 Q1	$305K	Buy	+2,841	New	+$305K	0.12%	30
2017 Q1	–	Sell	-79,075	Closed	-$8.54M	–	90
2016 Q4	$8.54M	Buy	+79,075	New	+$8.66M	1.97%	15