Gray Private Wealth’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	$431K	Buy	4,343 +250	+6%	+$24.8K	0.23%	26
2025 Q1	$405K	Sell	4,093 -12,053	-75%	-$1.19M	0.24%	25
2024 Q4	$1.56M	Buy	16,146 +13,512	+513%	+$1.31M	0.93%	13
2024 Q3	$267K	Buy	+2,634	New	+$267K	0.16%	32