Gries Financial’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
2025 Q3	$1.5M	Sell	14,962 -33	-0.2%	-$3.27K	0.24%	96
2025 Q2	$1.49M	Sell	14,995 -16,570	-52%	-$1.62M	0.27%	90
2025 Q1	$3.12M	Sell	31,565 -58,195	-65%	-$5.69M	0.61%	31
2024 Q4	$8.7M	Buy	89,760 +78,467	+695%	+$7.73M	1.54%	12
2024 Q3	$1.14M	Buy	11,293 +642	+6%	+$64.1K	0.21%	113
2024 Q2	$1.03M	Sell	10,651 -325	-3%	-$31.4K	0.21%	107
2024 Q1	$1.08M	Buy	10,976 +485	+5%	+$47.5K	0.18%	121
2023 Q4	$1.04M	Sell	10,491 -440	-4%	-$41.9K	0.23%	93
2023 Q3	$1.03M	Buy	10,931 +364	+3%	+$35.1K	0.28%	85
2023 Q2	$1.04M	Sell	10,567 -136	-1%	-$13.4K	0.29%	81
2023 Q1	$1.07M	Buy	10,703 +105	+1%	+$10.4K	0.32%	80
2022 Q4	$1.03M	Buy	10,598 +356	+3%	+$34.4K	0.34%	78
2022 Q3	$987K	Buy	+10,242	New	+$1.04M	0.42%	75
2022 Q2	–	Sell	-10,720	Closed	-$1.15M	–	122
2022 Q1	$1.15M	Sell	10,720 -427	-4%	-$47K	0.42%	71
2021 Q4	$1.27M	Buy	11,147 +6	+0.1%	+$686	0.52%	51
2021 Q3	$1.28M	Buy	+11,141	New	+$1.29M	0.4%	76