Financial & Tax Architects’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	$10.2M	Sell	102,613 -12,658	-11%	-$1.27M	2.27%	7
2025 Q4	$11.5M	Sell	115,271 -23,043	-17%	-$2.31M	2.59%	8
2025 Q3	$13.9M	Sell	138,314 -11,232	-8%	-$1.11M	3.06%	7
2025 Q2	$14.8M	Sell	149,546 -4,074	-3%	-$399K	3.6%	6
2025 Q1	$15.2M	Sell	153,620 -10,592	-6%	-$1.04M	3.81%	6
2024 Q4	$15.9M	Buy	164,212 +4,479	+3%	+$441K	4.05%	5
2024 Q3	$16.2M	Sell	159,733 -12,984	-8%	-$1.3M	4.16%	6
2024 Q2	$16.8M	Sell	172,717 -3,238	-2%	-$313K	4.49%	6
2024 Q1	$17.2M	Buy	175,955 +98,876	+128%	+$9.68M	4.74%	6
2023 Q4	$7.65M	Sell	77,079 -87,581	-53%	-$8.33M	2.26%	11
2023 Q3	$15.5M	Buy	164,660 +10,903	+7%	+$1.05M	4.81%	6
2023 Q2	$15.1M	Buy	153,757 +39,510	+35%	+$3.91M	4.65%	5
2023 Q1	$11.4M	Buy	114,247 +15,982	+16%	+$1.58M	3.75%	4
2022 Q4	$9.84M	Sell	98,265 -7,353	-7%	-$711K	3.36%	4
2022 Q3	$10.2M	Sell	105,618 -6,273	-6%	-$634K	3.81%	6
2022 Q2	$11.4M	Buy	111,891 +12,817	+13%	+$1.32M	4.31%	2
2022 Q1	$10.6M	Buy	99,074 +18,932	+24%	+$2.08M	4.01%	2
2021 Q4	$9.14M	Buy	80,142 +1,249	+2%	+$143K	3.73%	5
2021 Q3	$9.06M	Sell	78,893 -2,687	-3%	-$311K	4.13%	4
2021 Q2	$9.41M	Sell	81,580 -2,268	-3%	-$260K	4.61%	4
2021 Q1	$9.54M	Buy	+83,848	New	+$9.71M	5.35%	3