San Luis Wealth 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
2023 Q3	–	Sell	-3,939	Closed	-$386K	–	76
2023 Q2	$386K	Buy	3,939 +612	+18%	+$60K	0.14%	129
2023 Q1	$331K	Buy	+3,327	New	+$331K	0.13%	129