Partnership 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 Q4	–	Sell	-205,968	Closed	-$20.9M	–	74
2024 Q3	$20.9M	Buy	+205,968	New	+$20.9M	14.73%	1