Provence Wealth Management Group’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
2023 Q4	$1.7M	Buy	17,168 +3,235	+23%	+$321K	0.92%	28
2023 Q3	$1.31M	Buy	13,933 +4,032	+41%	+$379K	0.8%	29
2023 Q2	$970K	Buy	9,901 +173	+2%	+$16.9K	0.57%	36
2023 Q1	$969K	Buy	9,728 +1,585	+19%	+$158K	0.65%	35
2022 Q4	$790K	Buy	+8,143	New	+$790K	0.64%	32