Napa Wealth Management’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	-7,737	Closed	-$751K	–	158
2024 Q2	$751K	Buy	+7,737	New	+$751K	0.51%	40
2024 Q1	–	Sell	-10,296	Closed	-$1.02M	–	73
2023 Q4	$1.02M	Buy	+10,296	New	+$1.02M	0.55%	44