Scott Capital Advisors’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	–	Sell	-2,484	Closed	-$245K	–	53
2025 Q2	$245K	Sell	2,484 -307	-11%	-$30.1K	0.07%	46
2025 Q1	$276K	Buy	2,791 +21	+0.8%	+$2.05K	0.08%	43
2024 Q4	$265K	Buy	2,770 +217	+8%	+$21.4K	0.08%	43
2024 Q3	$259K	Buy	2,553 +44	+2%	+$4.39K	0.07%	46
2024 Q2	$245K	Buy	2,509 +306	+14%	+$29.5K	0.07%	47
2024 Q1	$213K	Sell	2,203 -626	-22%	-$61.3K	0.07%	49
2023 Q4	$281K	Buy	2,829 +219	+8%	+$20.8K	0.09%	42
2023 Q3	$243K	Buy	+2,610	New	+$251K	0.1%	43
2022 Q2	–	Sell	-12,608	Closed	-$1.35M	–	41
2022 Q1	$1.35M	Buy	12,608 +10,457	+486%	+$1.15M	0.79%	14
2021 Q4	$245K	Buy	+2,151	New	+$246K	0.15%	33