Holistic Planning’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	$1.04M	Buy	10,460 +247	+2%	+$24.5K	0.3%	64
2025 Q1	$1.01M	Buy	10,213 +1,230	+14%	+$122K	0.34%	56
2024 Q4	$870K	Buy	8,983 +2,003	+29%	+$194K	0.32%	63
2024 Q3	$707K	Buy	+6,980	New	+$707K	0.3%	67