RMR Wealth Builders’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
2025 Q2	–	Sell	-2,098	Closed	-$208K	–	286
2025 Q1	$208K	Buy	+2,098	New	+$205K	0.02%	250
2023 Q4	–	Sell	-2,396	Closed	-$225K	–	233
2023 Q3	$225K	Sell	2,396 -626	-21%	-$60.3K	0.04%	211
2023 Q2	$296K	Buy	3,022 +93	+3%	+$9.19K	0.05%	167
2023 Q1	$292K	Sell	2,929 -4,602	-61%	-$455K	0.06%	167
2022 Q4	$730K	Sell	7,531 -347	-4%	-$33.6K	0.17%	72
2022 Q3	$759K	Sell	7,878 -515	-6%	-$52.1K	0.19%	68
2022 Q2	$853K	Sell	8,393 -4,371	-34%	-$449K	0.21%	68
2022 Q1	$1.37M	Sell	12,764 -13,006	-50%	-$1.43M	0.29%	57
2021 Q4	$2.94M	Sell	25,770 -7,754	-23%	-$887K	0.84%	23
2021 Q3	$3.85M	Buy	33,524 +6,274	+23%	+$727K	1.13%	14
2021 Q2	$3.14M	Sell	27,250 -22,471	-45%	-$2.57M	1.03%	15
2021 Q1	$5.66M	Buy	49,721 +30,029	+152%	+$3.48M	1.47%	10
2020 Q4	$2.33M	Sell	19,692 -34,949	-64%	-$4.12M	1.14%	14
2020 Q3	$6.45M	Buy	54,641 +46,020	+534%	+$5.46M	1.67%	11
2020 Q2	$1.02M	Buy	+8,621	New	+$1.01M	0.91%	27
2019 Q4	$764K	Buy	+6,800	New	+$766K	0.74%	33