Valley Wealth Managers’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	$119K	Sell	1,197 -1	-0.1%	-$100	0.01%	183
2025 Q4	$120K	Sell	1,198 -77	-6%	-$7.73K	0.01%	185
2025 Q3	$128K	Sell	1,275 -283	-18%	-$28.1K	0.01%	178
2025 Q2	$155K	Buy	1,558 +239	+18%	+$23.4K	0.01%	177
2025 Q1	$130K	Hold	1,319	–	–	0.01%	178
2024 Q4	$128K	Sell	1,319 -382	-22%	-$37.6K	0.01%	185
2024 Q3	$172K	Sell	1,701 -205	-11%	-$20.5K	0.01%	183
2024 Q2	$185K	Sell	1,906 -30,715	-94%	-$2.96M	0.01%	189
2024 Q1	$3.19M	Sell	32,621 -7,825	-19%	-$766K	0.24%	102
2023 Q4	$4.01M	Sell	40,446 -26,305	-39%	-$2.5M	0.31%	87
2023 Q3	$6.28M	Buy	66,751 +66,399	+18,863%	+$6.39M	0.52%	53
2023 Q2	$34.5K	Sell	352 -358	-50%	-$35.4K	﹤0.01%	222
2023 Q1	$70.7K	Buy	710 +410	+137%	+$40.5K	0.01%	202
2022 Q4	$29.1K	Hold	300	–	–	﹤0.01%	257
2022 Q3	$29K	Hold	300	–	–	﹤0.01%	267
2022 Q2	$31K	Buy	+300	New	+$30.8K	﹤0.01%	279