Tucker Asset 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 Q4	$88.9K	Sell	890 -378	-30%	-$37.9K	0.03%	213
2025 Q3	$127K	Sell	1,268 -3,694	-74%	-$367K	0.04%	141
2025 Q2	$492K	Buy	4,962 +3,943	+387%	+$386K	0.16%	35
2025 Q1	$101K	Buy	1,019 +315	+45%	+$30.8K	0.03%	138
2024 Q4	$68.2K	Sell	704 -222	-24%	-$21.9K	0.01%	309
2024 Q3	$93.8K	Buy	926 +222	+32%	+$22.1K	0.02%	235
2024 Q2	$68.3K	Sell	704 -4,010	-85%	-$387K	0.01%	334
2024 Q1	$462K	Buy	4,714 +3,868	+457%	+$379K	0.11%	66
2023 Q4	$84K	Buy	846 +392	+86%	+$37.3K	0.02%	249
2023 Q3	$42.7K	Buy	454 +50	+12%	+$4.82K	0.01%	364
2023 Q2	$39.6K	Sell	404 -225	-36%	-$22.2K	0.01%	302
2023 Q1	$62.7K	Sell	629 -541	-46%	-$53.5K	0.02%	214
2022 Q4	$114K	Buy	+1,170	New	+$113K	0.04%	90
2022 Q3	–	Sell	-261	Closed	-$26.5K	–	872
2022 Q2	$26.5K	Buy	+261	New	+$26.8K	0.01%	140
2022 Q1	–	Sell	-464	Closed	-$53K	–	558
2021 Q4	$53K	Hold	464	–	–	0.02%	84
2021 Q3	$53.2K	Hold	464	–	–	0.02%	84
2021 Q2	$53.5K	Sell	464 -2,116	-82%	-$242K	0.02%	62
2021 Q1	$294K	Buy	2,580 +1,651	+178%	+$191K	0.15%	14
2020 Q4	$110K	Buy	+929	New	+$109K	0.07%	36