SignalPoint Asset Management’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
2024 Q4	$382K	Buy	3,944 +1,911	+94%	+$188K	0.09%	162
2024 Q3	$206K	Sell	2,033 -400	-16%	-$39.9K	0.05%	258
2024 Q2	$236K	Sell	2,433 -100	-4%	-$9.65K	0.06%	226
2024 Q1	$248K	Buy	2,533 +26	+1%	+$2.54K	0.07%	208
2023 Q4	$248K	Buy	2,507 +282	+13%	+$26.8K	0.07%	193
2023 Q3	$209K	Sell	2,225 -100	-4%	-$9.63K	0.07%	199
2023 Q2	$228K	Buy	2,325 +88	+4%	+$8.7K	0.07%	194
2023 Q1	$223K	Sell	2,237 -56	-2%	-$5.53K	0.07%	194
2022 Q4	$222K	Buy	2,293 +30	+1%	+$2.9K	0.08%	199
2022 Q3	$218K	Hold	2,263	–	–	0.08%	191
2022 Q2	$230K	Hold	2,263	–	–	0.08%	188
2022 Q1	$242K	Buy	+2,263	New	+$249K	0.08%	200
2021 Q4	–	Sell	-4,389	Closed	-$504K	–	239
2021 Q3	$504K	Hold	4,389	–	–	0.16%	126
2021 Q2	$506K	Buy	4,389 +137	+3%	+$15.7K	0.16%	130
2021 Q1	$484K	Buy	+4,252	New	+$492K	0.17%	128