Lutz Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Lutz Financial Services’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.4M	Sell	215,551 -1,552	-0.7%	-$154K	1.66%	16
2025 Q1	$21.5M	Sell	217,103 -4,941	-2%	-$489K	1.76%	15
2024 Q4	$21.5M	Buy	222,044 +11,349	+5%	+$1.1M	1.74%	16
2024 Q3	$21.3M	Buy	210,695 +2,200	+1%	+$223K	1.73%	16
2024 Q2	$20.2M	Sell	208,495 -1,663	-0.8%	-$161K	1.76%	15
2024 Q1	$20.6M	Buy	210,158 +1,503	+0.7%	+$147K	1.8%	16
2023 Q4	$20.7M	Buy	208,655 +41,681	+25%	+$4.14M	1.94%	13
2023 Q3	$15.7M	Sell	166,974 -17,360	-9%	-$1.63M	1.71%	15
2023 Q2	$18.1M	Sell	184,334 -382	-0.2%	-$37.4K	1.94%	13
2023 Q1	$18.4M	Sell	184,716 -8,391	-4%	-$836K	2.1%	13
2022 Q4	$18.7M	Sell	193,107 -18,505	-9%	-$1.79M	2.3%	12
2022 Q3	$20.4M	Sell	211,612 -83,944	-28%	-$8.09M	2.79%	11
2022 Q2	$30.1M	Buy	295,556 +235,751	+394%	+$24M	3.99%	9
2022 Q1	$6.41M	Buy	59,805 +8,954	+18%	+$959K	0.79%	29
2021 Q4	$5.8M	Buy	50,851 +2,401	+5%	+$274K	0.71%	31
2021 Q3	$5.56M	Buy	48,450 +712	+1%	+$81.8K	0.72%	32
2021 Q2	$5.51M	Buy	47,738 +6,956	+17%	+$802K	0.73%	32
2021 Q1	$4.64M	Buy	40,782 +27,156	+199%	+$3.09M	0.69%	32
2020 Q4	$1.61M	Sell	13,626 -61	-0.4%	-$7.21K	0.26%	40
2020 Q3	$1.62M	Sell	13,687 -990	-7%	-$117K	0.31%	42
2020 Q2	$1.74M	Sell	14,677 -1,916	-12%	-$226K	0.35%	41
2020 Q1	$1.91M	Sell	16,593 -1,631	-9%	-$188K	0.43%	37
2019 Q4	$2.05M	Sell	18,224 -71	-0.4%	-$7.98K	0.36%	41
2019 Q3	$2.07M	Buy	18,295 +1,972	+12%	+$223K	0.4%	41
2019 Q2	$1.82M	Buy	16,323 +464	+3%	+$51.7K	0.36%	38
2019 Q1	$1.73M	Buy	15,859 +5,530	+54%	+$603K	0.35%	36
2018 Q4	$1.1M	Sell	10,329 -16,801	-62%	-$1.79M	0.25%	40
2018 Q3	$2.86M	Buy	27,130 +7,789	+40%	+$822K	0.63%	25
2018 Q2	$2.06M	Buy	19,341 +13,039	+207%	+$1.39M	0.59%	25
2018 Q1	$676K	Sell	6,302 -12,272	-66%	-$1.32M	0.2%	30
2017 Q4	$2.03M	Buy	+18,574	New	+$2.03M	0.59%	26