McGlone Suttner Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13M	Buy	130,590 +7,950	+6%	+$795K	1.72%	12
2025 Q4	$12.2M	Buy	122,640 +5,563	+5%	+$558K	1.65%	13
2025 Q3	$11.7M	Buy	117,077 +2,506	+2%	+$249K	1.64%	13
2025 Q2	$11.4M	Buy	114,571 +4,889	+4%	+$479K	1.72%	13
2025 Q1	$10.8M	Buy	109,682 +4,696	+4%	+$459K	1.78%	13
2024 Q4	$10.2M	Buy	104,986 +30,478	+41%	+$3M	1.7%	13
2024 Q3	$7.55M	Sell	74,508 -10,907	-13%	-$1.09M	1.57%	13
2024 Q2	$8.48M	Sell	85,415 -5,079	-6%	-$490K	1.74%	11
2024 Q1	$8.86M	Buy	90,494 +5,079	+6%	+$497K	1.66%	13
2023 Q4	$8.48M	Buy	85,415 +2,121	+3%	+$202K	1.68%	11
2023 Q3	$7.83M	Buy	83,294 +58,503	+236%	+$5.63M	1.82%	12
2023 Q2	$2.43M	Buy	+24,791	New	+$2.45M	0.55%	20