New Wave 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
2025 Q1	–	Sell	-25,089	Closed	-$2.43M	–	149
2024 Q4	$2.43M	Sell	25,089 -1,320	-5%	-$128K	1%	25
2024 Q3	$2.67M	Sell	26,409 -4,302	-14%	-$436K	1.23%	21
2024 Q2	$2.98M	Buy	+30,711	New	+$2.98M	1.6%	18