MinichMacGregor 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
2025 Q3	–	Sell	-18,733	Closed	-$1.86M	–	141
2025 Q2	$1.86M	Sell	18,733 -41,963	-69%	-$4.11M	0.4%	45
2025 Q1	$6M	Buy	+60,696	New	+$5.93M	1.34%	29
2023 Q1	–	Sell	-110	Closed	-$10.7K	–	112
2022 Q4	$10.7K	Buy	+110	New	+$10.6K	﹤0.01%	401
2018 Q4	–	Sell	-337	Closed	-$35K	–	102
2018 Q3	$35K	Hold	337	–	–	0.02%	155
2018 Q2	$35K	Sell	337 -181	-35%	-$19.2K	0.02%	138
2018 Q1	$55K	Hold	518	–	–	0.04%	105
2017 Q4	$56K	Hold	518	–	–	0.04%	103
2017 Q3	$56K	Hold	518	–	–	0.05%	96
2017 Q2	$56K	Sell	518 -20	-4%	-$2.19K	0.05%	95
2017 Q1	$58K	Hold	538	–	–	0.05%	95
2016 Q4	$58K	Sell	538 -309	-36%	-$33.9K	0.05%	95
2016 Q3	$95K	Sell	847 -902	-52%	-$101K	0.09%	70
2016 Q2	$196K	Hold	1,749	–	–	0.19%	37
2016 Q1	$193K	Buy	1,749 +1,227	+235%	+$134K	0.19%	39
2015 Q4	$57K	Buy	+522	New	+$56.8K	0.05%	97