Summit Financial Wealth Advisors’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
2018 Q4	–	Sell	-3,271	Closed	-$342K	–	126
2018 Q3	$342K	Buy	3,271 +394	+14%	+$41.2K	0.1%	93
2018 Q2	$309K	Hold	2,877	–	–	0.1%	103
2018 Q1	$309K	Buy	2,877 +381	+15%	+$40.9K	0.1%	106
2017 Q4	$273K	Buy	+2,496	New	+$273K	0.09%	108