Lowery Thomas LLC’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 Q4	–	Sell	-12,304	Closed	-$1.19M	–	39
2022 Q3	$1.19M	Sell	12,304 -1,216	-9%	-$117K	1.39%	26
2022 Q2	$1.38M	Sell	13,520 -27,514	-67%	-$2.8M	1.31%	25
2022 Q1	$4.4M	Sell	41,034 -3,552	-8%	-$380K	3.41%	12
2021 Q4	$5.09M	Buy	+44,586	New	+$5.09M	3.51%	9