Lee, Danner & Bass’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	$302K	Sell	3,042 -8,257	-73%	-$819K	0.02%	196
2025 Q1	$1.12M	Buy	11,299 +8,257	+271%	+$817K	0.09%	126
2024 Q4	$295K	Buy	+3,042	New	+$295K	0.02%	201
2020 Q3	–	Sell	-23,400	Closed	-$2.77M	–	179
2020 Q2	$2.77M	Buy	+23,400	New	+$2.77M	0.35%	70