Foundation Wealth Management (Pennsylvania)’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	$330K	Buy	3,330 +4	+0.1%	+$397	0.14%	68
2025 Q1	$329K	Buy	3,326 +3	+0.1%	+$297	0.16%	62
2024 Q4	$322K	Buy	+3,323	New	+$322K	0.16%	65