Total Clarity Wealth Management’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
2025 Q3	–	Sell	-2,433	Closed	-$241K	–	289
2025 Q2	$241K	Buy	2,433 +258	+12%	+$25.3K	0.07%	239
2025 Q1	$211K	Hold	2,175	–	–	0.07%	243
2024 Q4	$211K	Sell	2,175 -67	-3%	-$6.6K	0.07%	243
2024 Q3	$227K	Buy	2,242 +30	+1%	+$2.99K	0.07%	227
2024 Q2	$215K	Sell	2,212 -3,881	-64%	-$375K	0.07%	227
2024 Q1	$597K	Buy	6,093 +717	+13%	+$70.2K	0.21%	130
2023 Q4	$534K	Sell	5,376 -661	-11%	-$62.9K	0.22%	120
2023 Q3	$568K	Buy	+6,037	New	+$581K	0.27%	100
2022 Q3	–	Sell	-1,858	Closed	-$189K	–	244
2022 Q2	$189K	Sell	1,858 -1,805	-49%	-$185K	0.1%	212
2022 Q1	$392K	Buy	3,663 +1,411	+63%	+$155K	0.22%	124
2021 Q4	$257K	Sell	2,252 -231	-9%	-$26.4K	0.12%	180
2021 Q3	$285K	Sell	2,483 -1,269	-34%	-$147K	0.14%	166
2021 Q2	$433K	Sell	3,752 -909	-20%	-$104K	0.24%	114
2021 Q1	$531K	Sell	4,661 -253	-5%	-$29.3K	0.31%	79
2020 Q4	$581K	Sell	4,914 -589	-11%	-$69.4K	0.4%	70
2020 Q3	$650K	Buy	5,503 +1,876	+52%	+$223K	0.57%	49
2020 Q2	$429K	Buy	3,627 +737	+26%	+$86.3K	0.39%	67
2020 Q1	$333K	Sell	2,890 -86	-3%	-$9.8K	0.51%	62
2019 Q4	$334K	Buy	+2,976	New	+$335K	0.25%	85