Walled Lake Planning & Wealth Management’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
2021 Q1	–	Sell	-131	Closed	-$15K	–	311
2020 Q4	$15K	Sell	131 -130	-50%	-$14.9K	0.01%	193
2020 Q3	$31K	Buy	261 +1	+0.4%	+$119	0.03%	151
2020 Q2	$31K	Buy	260 +2	+0.8%	+$238	0.03%	130
2020 Q1	$30K	Buy	+258	New	+$30K	0.03%	130