Sterling Financial 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
2022 Q1	–	Sell	-2,500	Closed	-$285K	–	96
2021 Q4	$285K	Buy	2,500 +1,455	+139%	+$166K	0.18%	79
2021 Q3	$120K	Buy	1,045 +820	+364%	+$94.2K	0.08%	119
2021 Q2	$26K	Buy	+225	New	+$26K	0.02%	232