Highline Wealth Partners’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	$89K	Hold	897	–	–	0.02%	124
2025 Q4	$89.6K	Hold	897	–	–	0.03%	96
2025 Q3	$89.9K	Buy	+897	New	+$89K	0.02%	124
2024 Q4	–	Sell	-670	Closed	-$67.9K	–	605
2024 Q3	$67.9K	Buy	670 +414	+162%	+$41.3K	0.02%	118
2024 Q2	$24.9K	Sell	256 -770	-75%	-$74.3K	0.01%	161
2024 Q1	$100K	Buy	1,026 +770	+301%	+$75.4K	0.04%	112
2023 Q4	$25.4K	Hold	256	–	–	0.01%	145
2023 Q3	$24.1K	Hold	256	–	–	0.01%	135
2023 Q2	$25.1K	Hold	256	–	–	0.02%	124
2023 Q1	$25.5K	Hold	256	–	–	0.02%	123
2022 Q4	$24.8K	Hold	256	–	–	0.02%	121
2022 Q3	$24.7K	Buy	+256	New	+$25.9K	0.02%	107