Golden Bell Financial Planning’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	$5.98M	Sell	60,237 -3,681	-6%	-$365K	5.63%	7
2025 Q1	$6.32M	Sell	63,918 -1,102	-2%	-$109K	6.14%	6
2024 Q4	$6.3M	Buy	+65,020	New	+$6.3M	6.33%	5