Heritage Oak Wealth Advisors’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	–	Sell	-14,570	Closed	-$1.44M	–	74
2025 Q1	$1.44M	Buy	14,570 +11,988	+464%	+$1.19M	0.63%	28
2024 Q4	$250K	Sell	2,582 -23,827	-90%	-$2.31M	0.12%	63
2024 Q3	$2.67M	Buy	+26,409	New	+$2.67M	1.23%	21