HHRDM

H&H Retirement Design & Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22,544	Closed	-$2.25M	–	56
2022 Q4	$2.25M	Buy	22,544 +1,737	+8%	+$174K	1.9%	15
2022 Q3	$1.97M	Sell	20,807 -206	-1%	-$19.5K	1.86%	14
2022 Q2	$2.19M	Buy	+21,013	New	+$2.19M	1.6%	15