Sterling Group Wealth Management’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	$565K	Sell	5,700 -596	-9%	-$59.1K	0.31%	25
2025 Q1	$623K	Hold	6,296	–	–	0.33%	23
2024 Q4	$610K	Hold	6,296	–	–	0.32%	26
2024 Q3	$638K	Buy	6,296 +4	+0.1%	+$405	0.34%	25
2024 Q2	$611K	Buy	+6,292	New	+$611K	0.35%	26