Kellett Wealth Advisors’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
2022 Q4	–	Sell	-2,597	Closed	-$246K	–	55
2022 Q3	$246K	Sell	2,597 -355	-12%	-$33.6K	0.3%	40
2022 Q2	$300K	Sell	2,952 -560	-16%	-$56.9K	0.39%	37
2022 Q1	$376K	Sell	3,512 -2,799	-44%	-$300K	0.3%	34
2021 Q4	$720K	Buy	+6,311	New	+$720K	0.55%	26