Morling Financial Advisors’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
2024 Q3	–	Sell	-243	Closed	-$23.6K	–	101
2024 Q2	$23.6K	Sell	243 -6	-2%	-$582	0.01%	77
2024 Q1	$24.4K	Buy	+249	New	+$24.4K	0.01%	91
2022 Q1	–	Sell	-14	Closed	-$2K	–	81
2021 Q4	$2K	Buy	+14	New	+$2K	﹤0.01%	78