Impact Partnership Wealth’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	$269K	Buy	2,709 +526	+24%	+$52.6K	0.03%	296
2025 Q4	$218K	Sell	2,183 -227	-9%	-$22.8K	0.03%	328
2025 Q3	$242K	Sell	2,410 -667	-22%	-$66.2K	0.04%	260
2025 Q2	$305K	Sell	3,077 -915	-23%	-$89.7K	0.06%	208
2025 Q1	$395K	Sell	3,992 -136	-3%	-$13.3K	0.08%	146
2024 Q4	$400K	Buy	4,128 +1,519	+58%	+$150K	0.08%	162
2024 Q3	$264K	Sell	2,609 -232	-8%	-$23.1K	0.06%	192
2024 Q2	$276K	Buy	2,841 +1,069	+60%	+$103K	0.07%	171
2024 Q1	$174K	Sell	1,772 -379	-18%	-$37.1K	0.07%	197
2023 Q4	$214K	Buy	2,151 +14	+0.7%	+$1.33K	0.08%	171
2023 Q3	$201K	Buy	2,137 +1,293	+153%	+$125K	0.06%	176
2023 Q2	$82.7K	Buy	+844	New	+$83.4K	0.03%	210