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

Montis Financial’s Portfolio AGG Stock Details AGG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$344K	Hold
2023 Q2	$359K	Hold
2023 Q1	$365K	Buy