Triad Wealth 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
2025 Q2	$2.54M	Sell	25,610 -1,359	-5%	-$135K	0.51%	41
2025 Q1	$2.67M	Buy	26,969 +4,602	+21%	+$455K	0.83%	27
2024 Q4	$2.17M	Buy	+22,367	New	+$2.17M	0.78%	30
2024 Q3	–	Sell	-168	Closed	-$16.3K	–	70
2024 Q2	$16.3K	Buy	+168	New	+$16.3K	0.01%	385