Fortis Group Advisors’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	$4.46K	Sell	45 -2,867	-98%	-$284K	﹤0.01%	397
2025 Q1	$288K	Buy	2,912 +74	+3%	+$7.32K	0.06%	163
2024 Q4	$275K	Sell	2,838 -302	-10%	-$29.3K	0.05%	166
2024 Q3	$318K	Buy	+3,140	New	+$318K	0.06%	152
2020 Q3	$200K	Buy	+1,700	New	+$200K	0.04%	183