Sweet Financial Partners’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
2024 Q3	$228K	Buy	+2,247	New	+$228K	0.05%	180
2023 Q1	–	Sell	-2,088	Closed	-$203K	–	172
2022 Q4	$203K	Buy	+2,088	New	+$203K	0.06%	162