Grey Fox Wealth Advisors’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	$28.7M	Buy	289,549 +11,336	+4%	+$1.13M	5.55%	5
2025 Q4	$27.8M	Sell	278,213 -4,101	-1%	-$412K	5.69%	4
2025 Q3	$28.3M	Sell	282,314 -472	-0.2%	-$46.8K	5.77%	4
2025 Q2	$28.1M	Sell	282,786 -6,200	-2%	-$608K	6.69%	4
2025 Q1	$28.6M	Sell	288,986 -15,662	-5%	-$1.53M	7.63%	4
2024 Q4	$29.5M	Buy	304,648 +27,213	+10%	+$2.68M	8.09%	3
2024 Q3	$28.1M	Buy	277,435 +110,930	+67%	+$11.1M	7.83%	3
2024 Q2	$16.2M	Buy	166,505 +7,400	+5%	+$714K	5.68%	4
2024 Q1	$15.6M	Buy	159,105 +26,121	+20%	+$2.56M	5.86%	4
2023 Q4	$13.2M	Buy	132,984 +5,535	+4%	+$527K	5.74%	4
2023 Q3	$12M	Buy	127,449 +3,153	+3%	+$304K	6.01%	4
2023 Q2	$12.2M	Buy	124,296 +5,841	+5%	+$577K	6.27%	3
2023 Q1	$11.8M	Buy	118,455 +7,956	+7%	+$786K	6.97%	3
2022 Q4	$10.7M	Buy	+110,499	New	+$10.7M	7.07%	2