Laidlaw 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
2022 Q2	–	Sell	-2,562	Closed	-$274K	–	373
2022 Q1	$274K	Buy	2,562 +413	+19%	+$44.2K	0.05%	318
2021 Q4	$245K	Buy	+2,149	New	+$245K	0.04%	344
2021 Q1	–	Sell	-9,996	Closed	-$1.18M	–	221
2020 Q4	$1.18M	Buy	+9,996	New	+$1.18M	0.25%	110