Tandem Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34.1M	Sell	343,924 -24,422	-7%	-$2.44M	15.22%	1
2025 Q4	$42.7M	Sell	368,346 -33,995	-8%	-$3.41M	19.16%	1
2025 Q3	$40.3M	Buy	402,341 +28,056	+7%	+$2.78M	19.18%	1
2025 Q2	$37.1M	Sell	374,285 -21,433	-5%	-$2.1M	18.36%	1
2025 Q1	$39.1M	Buy	395,718 +1,174	+0.3%	+$115K	20.47%	1
2024 Q4	$38.2M	Buy	394,544 +29,609	+8%	+$2.92M	19.51%	1
2024 Q3	$37M	Buy	364,935 +3,135	+0.9%	+$313K	18.73%	1
2024 Q2	$35.1M	Buy	361,800 +8,430	+2%	+$814K	18.82%	1
2024 Q1	$34.4M	Buy	353,370 +8,978	+3%	+$879K	18.93%	1
2023 Q4	$34.2M	Buy	344,392 +18,683	+6%	+$1.78M	19.71%	1
2023 Q3	$30.6M	Buy	325,709 +13,853	+4%	+$1.33M	18.71%	1
2023 Q2	$30.5M	Buy	311,856 +149	+0%	+$14.7K	18.47%	1
2023 Q1	$31.1M	Buy	311,707 +58	+0%	+$5.73K	19.33%	1
2022 Q4	$30.2M	Buy	+311,649	New	+$30.1M	19.2%	1