RTD Financial Advisors’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	-5,427	Closed	-$537K	–	109
2025 Q1	$537K	Buy	5,427 +16	+0.3%	+$1.58K	0.07%	78
2024 Q4	$524K	Buy	5,411 +701	+15%	+$67.9K	0.07%	78
2024 Q3	$477K	Buy	4,710 +50	+1%	+$5.06K	0.06%	84
2024 Q2	$452K	Buy	+4,660	New	+$452K	0.06%	86