Stonehaven Wealth & Tax Solutions’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	$7.68M	Buy	77,459 +3,007	+4%	+$298K	7.5%	3
2025 Q1	$7.36M	Buy	74,452 +16,403	+28%	+$1.62M	7.78%	3
2024 Q4	$5.62M	Buy	+58,049	New	+$5.62M	6.12%	3