Stordahl Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stordahl Capital Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Hold	2,903	–	–	0.06%	54
2025 Q4	$290K	Buy	2,903 +27	+0.9%	+$2.71K	0.06%	55
2025 Q3	$288K	Sell	2,876 -29	-1%	-$2.88K	0.06%	52
2025 Q2	$288K	Sell	2,905 -35	-1%	-$3.43K	0.06%	53
2025 Q1	$291K	Sell	2,940 -120	-4%	-$11.7K	0.07%	50
2024 Q4	$297K	Sell	3,060 -28	-0.9%	-$2.76K	0.07%	48
2024 Q3	$313K	Sell	3,088 -178	-5%	-$17.8K	0.07%	44
2024 Q2	$317K	Buy	3,266 +125	+4%	+$12.1K	0.08%	45
2024 Q1	$308K	Sell	3,141 -461	-13%	-$45.1K	0.08%	44
2023 Q4	$357K	Buy	3,602 +1,309	+57%	+$125K	0.1%	41
2023 Q3	$216K	Sell	2,293 -559	-20%	-$53.8K	0.07%	50
2023 Q2	$279K	Sell	2,852 -496	-15%	-$49K	0.08%	44
2023 Q1	$334K	Sell	3,348 -281	-8%	-$27.8K	0.1%	38
2022 Q4	$352K	Sell	3,629 -1,364	-27%	-$132K	0.12%	37
2022 Q3	$481K	Buy	4,993 +461	+10%	+$46.6K	0.17%	33
2022 Q2	$461K	Sell	4,532 -3,367	-43%	-$346K	0.18%	35
2022 Q1	$846K	Sell	7,899 -82	-1%	-$9.02K	0.31%	28
2021 Q4	$910K	Buy	7,981 +233	+3%	+$26.7K	0.34%	27
2021 Q3	$890K	Buy	7,748 +207	+3%	+$24K	0.35%	26
2021 Q2	$870K	Buy	7,541 +428	+6%	+$49K	0.35%	26
2021 Q1	$810K	Buy	7,113 +118	+2%	+$13.7K	0.34%	26
2020 Q4	$827K	Buy	6,995 +383	+6%	+$45.1K	0.38%	25
2020 Q3	$781K	Sell	6,612 -136	-2%	-$16.1K	0.4%	23
2020 Q2	$798K	Sell	6,748 -547	-7%	-$64K	0.44%	23
2020 Q1	$839K	Sell	7,295 -63	-0.9%	-$7.18K	0.52%	22
2019 Q4	$827K	Sell	7,358 -20	-0.3%	-$2.25K	0.33%	27
2019 Q3	$835K	Sell	7,378 -33	-0.4%	-$3.71K	0.33%	27
2019 Q2	$821K	Sell	7,411 -25	-0.3%	-$2.73K	0.32%	27
2019 Q1	$805K	Sell	7,436 -21	-0.3%	-$2.25K	0.33%	28
2018 Q4	$794K	Sell	7,457 -257	-3%	-$27K	0.39%	26
2018 Q3	$805K	Sell	7,714 -541	-7%	-$57.4K	0.36%	26
2018 Q2	$878K	Sell	8,255 -35	-0.4%	-$3.71K	0.39%	26
2018 Q1	$889K	Hold	8,290	–	–	0.42%	25
2017 Q4	$906K	Buy	+8,290	New	+$906K	0.43%	27