Levy Wealth Management Group’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
2021 Q2	–	Sell	-1,974	Closed	-$225K	–	70
2021 Q1	$225K	Buy	1,974 +91	+5%	+$10.4K	0.15%	59
2020 Q4	$223K	Buy	+1,883	New	+$223K	0.16%	54