Morris Financial Concepts’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	$239K	Sell	2,404 -3	-0.1%	-$300	0.08%	121
2025 Q4	$240K	Sell	2,407 -4	-0.2%	-$401	0.08%	124
2025 Q3	$242K	Buy	2,411 +7	+0.3%	+$695	0.09%	123
2025 Q2	$238K	Sell	2,404 -224	-9%	-$21.9K	0.09%	118
2025 Q1	$260K	Sell	2,628 -39	-1%	-$3.81K	0.11%	108
2024 Q4	$258K	Buy	2,667 +6	+0.2%	+$591	0.11%	104
2024 Q3	$269K	Sell	2,661 -99	-4%	-$9.88K	0.12%	97
2024 Q2	$268K	Buy	2,760 +815	+42%	+$78.7K	0.13%	87
2024 Q1	$190K	Buy	1,945 +98	+5%	+$9.59K	0.1%	99
2023 Q4	$183K	Sell	1,847 -62	-3%	-$5.9K	0.1%	98
2023 Q3	$180K	Buy	1,909 +23	+1%	+$2.21K	0.12%	86
2023 Q2	$185K	Sell	1,886 -68	-3%	-$6.72K	0.12%	88
2023 Q1	$195K	Sell	1,954 -16	-0.8%	-$1.58K	0.14%	83
2022 Q4	$191K	Buy	1,970 +89	+5%	+$8.61K	0.15%	79
2022 Q3	$181K	Hold	1,881	–	–	0.19%	67
2022 Q2	$191K	Buy	1,881 +6	+0.3%	+$617	0.18%	68
2022 Q1	$201K	Hold	1,875	–	–	0.17%	67
2021 Q4	$214K	Buy	+1,875	New	+$215K	0.18%	62