Financial Partners Group (Tennessee)’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	$588K	Buy	+5,927	New	+$588K	0.21%	61
2024 Q3	–	Sell	-12,855	Closed	-$1.25M	–	99
2024 Q2	$1.25M	Sell	12,855 -83	-0.6%	-$8.06K	0.48%	50
2024 Q1	$1.27M	Sell	12,938 -2,833	-18%	-$277K	0.49%	48
2023 Q4	$1.57M	Buy	+15,771	New	+$1.57M	0.71%	34