Navis Wealth 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 Q1	–	Sell	-2,360	Closed	-$234K	–	97
2023 Q4	$234K	Buy	+2,360	New	+$234K	0.31%	77