Sheets Smith Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sheets Smith Wealth Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Sell	12,401 -169	-1%	-$16.7K	0.12%	168
2026 Q1	$1.25M	Buy	12,570 +844	+7%	+$84.4K	0.14%	153
2025 Q4	$1.17M	Buy	11,726 +557	+5%	+$55.9K	0.13%	158
2025 Q3	$1.12M	Buy	11,169 +305	+3%	+$30.3K	0.13%	159
2025 Q2	$1.08M	Sell	10,864 -496	-4%	-$48.6K	0.13%	154
2025 Q1	$1.12M	Sell	11,360 -786	-6%	-$76.8K	0.14%	142
2024 Q4	$1.18M	Sell	12,146 -11,128	-48%	-$1.1M	0.14%	137
2024 Q3	$2.36M	Buy	23,274 +1,710	+8%	+$171K	0.29%	85
2024 Q2	$2.09M	Buy	21,564 +97	+0.5%	+$9.36K	0.25%	98
2024 Q1	$2.1M	Buy	21,467 +2,142	+11%	+$210K	0.24%	97
2023 Q4	$1.92M	Buy	19,325 +1,428	+8%	+$136K	0.27%	88
2023 Q3	$1.68M	Buy	17,897 +55	+0.3%	+$5.3K	0.26%	92
2023 Q2	$1.75M	Buy	17,842 +1,420	+9%	+$140K	0.26%	94
2023 Q1	$1.64M	Buy	16,422 +159	+1%	+$15.7K	0.25%	94
2022 Q4	$1.58M	Buy	16,263 +582	+4%	+$56.3K	0.25%	95
2022 Q3	$1.51M	Buy	15,681 +1,073	+7%	+$109K	0.25%	94
2022 Q2	$1.49M	Buy	14,608 +60	+0.4%	+$6.17K	0.24%	95
2022 Q1	$1.56M	Sell	14,548 -907	-6%	-$99.8K	0.21%	104
2021 Q4	$1.76M	Buy	15,455 +128	+0.8%	+$14.6K	0.22%	107
2021 Q3	$1.76M	Buy	15,327 +263	+2%	+$30.5K	0.24%	107
2021 Q2	$1.74M	Buy	15,064 +129	+0.9%	+$14.8K	0.23%	106
2021 Q1	$1.7M	Buy	14,935 +93	+0.6%	+$10.8K	0.25%	102
2020 Q4	$1.75M	Sell	14,842 -331	-2%	-$39K	0.27%	94
2020 Q3	$1.79M	Buy	15,173 +283	+2%	+$33.6K	0.31%	80
2020 Q2	$1.76M	Sell	14,890 -945	-6%	-$111K	0.35%	76
2020 Q1	$1.83M	Sell	15,835 -22,298	-58%	-$2.54M	0.38%	69
2019 Q4	$4.29M	Buy	38,133 +22,500	+144%	+$2.54M	0.82%	33
2019 Q3	$1.77M	Buy	15,633 +1,247	+9%	+$140K	0.36%	75
2019 Q2	$1.6M	Buy	14,386 +589	+4%	+$64.4K	0.33%	90
2019 Q1	$1.5M	Buy	13,797 +56	+0.4%	+$6K	0.33%	89
2018 Q4	$1.46M	Buy	13,741 +104	+0.8%	+$10.9K	0.39%	81
2018 Q3	$1.44M	Buy	+13,637	New	+$1.45M	0.3%	91
2018 Q2	–	Sell	-13,008	Closed	-$1.4M	–	304
2018 Q1	$1.4M	Buy	13,008 +10,177	+359%	+$1.09M	0.34%	83
2017 Q4	$310K	Buy	2,831 +4	+0.1%	+$437	0.07%	261
2017 Q3	$310K	Buy	2,827 +4	+0.1%	+$439	0.08%	251
2017 Q2	$309K	Sell	2,823 -6,699	-70%	-$732K	0.08%	225
2017 Q1	$1.03M	Buy	9,522 +1,910	+25%	+$207K	0.27%	104
2016 Q4	$823K	Buy	7,612 +106	+1%	+$11.6K	0.23%	119
2016 Q3	$844K	Buy	7,506 +1,975	+36%	+$222K	0.24%	129
2016 Q2	$623K	Buy	5,531 +436	+9%	+$48.4K	0.18%	166
2016 Q1	$565K	Sell	5,095 -122	-2%	-$13.4K	0.17%	148
2015 Q4	$564K	Buy	5,217 +427	+9%	+$46.5K	0.17%	145
2015 Q3	$525K	Sell	4,790 -4,024	-46%	-$439K	0.18%	132
2015 Q2	$959K	Buy	8,814 +891	+11%	+$98K	0.26%	114
2015 Q1	$883K	Buy	7,923 +1,740	+28%	+$193K	0.24%	130
2014 Q4	$681K	Buy	6,183 +1,017	+20%	+$112K	0.18%	156
2014 Q3	$564K	Buy	5,166 +330	+7%	+$36K	0.15%	165
2014 Q2	$529K	Buy	4,836 +743	+18%	+$80.8K	0.14%	173
2014 Q1	$442K	Sell	4,093 -2,388	-37%	-$257K	0.12%	182
2013 Q4	$690K	Buy	6,481 +434	+7%	+$46.5K	0.19%	141
2013 Q3	$648K	Buy	6,047 +815	+16%	+$86.8K	0.21%	135
2013 Q2	$561K	Buy	+5,232	New	+$575K	0.19%	157