Sequent Planning’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	$1.39M	Buy	13,964 +3,787	+37%	+$376K	0.44%	37
2025 Q1	$1.01M	Buy	10,177 +458	+5%	+$45.3K	0.36%	46
2024 Q4	$942K	Buy	9,719 +1,050	+12%	+$102K	0.35%	50
2024 Q3	$878K	Buy	+8,669	New	+$878K	0.3%	58