Sandbox Financial Partners’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
Q3
$285K Buy
2025
Q2
$281K Buy
2022
Q4
Sell
2022
Q3
$401K Sell
2022
Q2
$440K Sell
2022
Q1
$542K Sell
2021
Q4
$726K Sell
2021
Q3
$1.53M Buy
2021
Q2
$1.05M Sell
2021
Q1
$1.28M Sell
2020
Q4
$1.69M Buy