Stage Harbor Financial’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
2024 Q2	–	Sell	-40,443	Closed	-$3.96M	–	42
2024 Q1	$3.96M	Sell	40,443 -5,729	-12%	-$561K	3.6%	11
2023 Q4	$4.58M	Buy	+46,172	New	+$4.58M	4.41%	9