LM 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
2025 Q2	$325K	Buy	+3,273	New	+$325K	0.04%	150
2024 Q1	–	Sell	-2,023	Closed	-$201K	–	225
2023 Q4	$201K	Buy	+2,023	New	+$201K	0.04%	195