Root Financial Partners’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 Q2	–	Sell	-2,551	Closed	-$252K	–	254
2025 Q1	$252K	Buy	+2,551	New	+$252K	0.03%	176
2024 Q4	–	Sell	-2,541	Closed	-$257K	–	216
2024 Q3	$257K	Sell	2,541 -763	-23%	-$77.3K	0.04%	132
2024 Q2	$321K	Buy	+3,304	New	+$321K	0.08%	88