Financial Perspectives’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	$17.9K	Sell	180 -10	-5%	-$1K	0.01%	454
2025 Q4	$19K	Hold	190	–	–	0.01%	442
2025 Q3	$19K	Hold	190	–	–	0.01%	437
2025 Q2	$18.8K	Hold	190	–	–	0.01%	424
2025 Q1	$18.8K	Hold	190	–	–	0.01%	422
2024 Q4	$18.4K	Hold	190	–	–	0.01%	420
2024 Q3	$19.2K	Buy	190 +10	+6%	+$998	0.01%	395
2024 Q2	$17.5K	Sell	180 -134	-43%	-$12.9K	0.01%	398
2024 Q1	$30.8K	Hold	314	–	–	0.01%	329
2023 Q4	$31.2K	Sell	314 -60	-16%	-$5.71K	0.01%	319
2023 Q3	$35.2K	Hold	374	–	–	0.02%	289
2023 Q2	$36.6K	Buy	+374	New	+$37K	0.02%	296
2022 Q4	–	Sell	-200	Closed	-$19.3K	–	688
2022 Q3	$19.3K	Hold	200	–	–	0.01%	352
2022 Q2	$20.3K	Hold	200	–	–	0.01%	346
2022 Q1	$21.4K	Buy	+200	New	+$22K	0.01%	362