Kathleen S. Wright 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	$184K	Buy	1,852 +672	+57%	+$66.7K	0.07%	111
2025 Q1	$117K	Buy	1,180 +180	+18%	+$17.8K	0.05%	121
2024 Q4	$96.9K	Hold	1,000	–	–	0.04%	124
2024 Q3	$101K	Buy	+1,000	New	+$101K	0.04%	126