Heritage Family Offices’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	$7.34M	Hold	74,348	–	–	3.71%	6
2025 Q1	$7.35M	Buy	74,348 +5,637	+8%	+$558K	3.76%	6
2024 Q4	$6.66M	Buy	68,711 +1,474	+2%	+$143K	3.32%	6
2024 Q3	$6.81M	Sell	67,237 -1,853	-3%	-$188K	3.52%	6
2024 Q2	$6.71M	Buy	+69,090	New	+$6.71M	3.72%	6