Joel Adams & Associates’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	$16.8M	Buy	169,319 +6,368	+4%	+$632K	14.87%	2
2025 Q1	$16.1M	Buy	162,951 +12,512	+8%	+$1.24M	14.5%	2
2024 Q4	$14.6M	Buy	+150,439	New	+$14.6M	13.24%	2