Surience Private Wealth’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	–	Sell	-2,693	Closed	-$266K	–	31
2025 Q1	$266K	Buy	2,693 +189	+8%	+$18.7K	0.46%	26
2024 Q4	$243K	Hold	2,504	–	–	0.31%	23
2024 Q3	$254K	Hold	2,504	–	–	0.26%	26
2024 Q2	$243K	Buy	+2,504	New	+$243K	0.31%	26