JGP Wealth Management’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	$2.52M	Buy	25,451 +4,184	+20%	+$415K	0.31%	57
2025 Q1	$2.1M	Hold	21,267	–	–	0.28%	58
2024 Q4	$2.06M	Buy	21,267 +8,407	+65%	+$815K	0.27%	59
2024 Q3	$1.3M	Buy	12,860 +2,213	+21%	+$224K	0.17%	75
2024 Q2	$1.03M	Buy	+10,647	New	+$1.03M	0.15%	80