Hazlett, Burt & Watson’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	$97K	Buy	981 +101	+11%	+$10.1K	0.03%	344
2025 Q4	$87K	Sell	880 -147	-14%	-$14.8K	0.03%	362
2025 Q3	$103K	Buy	1,027 +674	+191%	+$66.9K	0.04%	313
2025 Q2	$34K	Sell	353 -23	-6%	-$2.25K	0.01%	426
2025 Q1	$37K	Sell	376 -2,252	-86%	-$220K	0.02%	390
2024 Q4	$256K	Buy	2,628 +920	+54%	+$90.6K	0.11%	170
2024 Q3	$173K	Sell	1,708 -45	-3%	-$4.49K	0.08%	218
2024 Q2	$170K	Sell	1,753 -37	-2%	-$3.57K	0.09%	202
2024 Q1	$175K	Sell	1,790 -196	-10%	-$19.2K	0.1%	183
2023 Q4	$196K	Buy	1,986 +7	+0.4%	+$666	0.13%	155
2023 Q3	$186K	Sell	1,979 -411	-17%	-$39.6K	0.14%	149
2023 Q2	$235K	Buy	+2,390	New	+$236K	0.18%	123
2022 Q4	–	Sell	-292	Closed	-$28K	–	612
2022 Q3	$28K	Sell	292 -548	-65%	-$55.4K	0.03%	330
2022 Q2	$85K	Buy	840 +358	+74%	+$36.8K	0.08%	212
2022 Q1	$51K	Buy	+482	New	+$53K	0.04%	282