Lakeridge 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
2025 Q2	–	Sell	-2,679	Closed	-$265K	–	150
2025 Q1	$265K	Sell	2,679 -944	-26%	-$93.4K	0.13%	129
2024 Q4	$351K	Buy	3,623 +303	+9%	+$29.4K	0.18%	102
2024 Q3	$336K	Hold	3,320	–	–	0.18%	105
2024 Q2	$322K	Buy	+3,320	New	+$322K	0.19%	104