Montis Financial’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
2023 Q4	–	Sell	-3,663	Closed	-$344K	–	75
2023 Q3	$344K	Hold	3,663	–	–	0.23%	44
2023 Q2	$359K	Hold	3,663	–	–	0.24%	39
2023 Q1	$365K	Buy	+3,663	New	+$365K	0.28%	37