Joseph Group Capital Management’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	$112K	Buy	1,126 +23	+2%	+$2.3K	0.03%	79
2025 Q4	$110K	Sell	1,103 -416	-27%	-$41.7K	0.03%	73
2025 Q3	$152K	Sell	1,519 -755	-33%	-$74.9K	0.04%	62
2025 Q2	$226K	Sell	2,274 -182	-7%	-$17.8K	0.08%	58
2025 Q1	$243K	Buy	2,456 +409	+20%	+$40K	0.09%	53
2024 Q4	$198K	Buy	2,047 +151	+8%	+$14.9K	0.08%	54
2024 Q3	$192K	Sell	1,896 -498	-21%	-$49.7K	0.07%	53
2024 Q2	$232K	Sell	2,394 -577	-19%	-$55.7K	0.12%	50
2024 Q1	$291K	Buy	2,971 +744	+33%	+$72.8K	0.15%	50
2023 Q4	$221K	Buy	2,227 +241	+12%	+$22.9K	0.13%	49
2023 Q3	$187K	Sell	1,986 -186	-9%	-$17.9K	0.13%	48
2023 Q2	$213K	Sell	2,172 -205	-9%	-$20.3K	0.18%	48
2023 Q1	$237K	Sell	2,377 -4,525	-66%	-$447K	0.21%	48
2022 Q4	$669K	Buy	6,902 +6,090	+750%	+$589K	0.64%	42
2022 Q3	$78K	Buy	812 +39	+5%	+$3.94K	0.09%	50
2022 Q2	$79K	Buy	773 +143	+23%	+$14.7K	0.08%	53
2022 Q1	$67K	Sell	630 -122	-16%	-$13.4K	0.07%	54
2021 Q4	$86K	Buy	+752	New	+$86K	0.08%	54