Outlook Wealth Advisors’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
2024 Q1	–	Sell	-2,304	Closed	-$229K	–	259
2023 Q4	$229K	Hold	2,304	–	–	0.08%	209
2023 Q3	$217K	Hold	2,304	–	–	0.08%	189
2023 Q2	$226K	Buy	+2,304	New	+$228K	0.09%	184
2021 Q4	–	Sell	-5,741	Closed	-$659K	–	204
2021 Q3	$659K	Sell	5,741 -435	-7%	-$50.4K	0.22%	115
2021 Q2	$712K	Sell	6,176 -9,808	-61%	-$1.12M	0.23%	105
2021 Q1	$1.82M	Sell	15,984 -5,670	-26%	-$657K	0.63%	39
2020 Q4	$2.56M	Sell	21,654 -4,699	-18%	-$554K	0.93%	25
2020 Q3	$3.11M	Sell	26,353 -2,082	-7%	-$247K	1.24%	19
2020 Q2	$3.36M	Sell	28,435 -2,721	-9%	-$319K	1.42%	18
2020 Q1	$3.6M	Buy	+31,156	New	+$3.55M	2.03%	11