Washington Trust Advisors’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	$8.81K	Hold	89	–	–	﹤0.01%	499
2025 Q4	$8.86K	Hold	89	–	–	﹤0.01%	509
2025 Q3	$8.89K	Sell	89 -174	-66%	-$17.3K	﹤0.01%	537
2025 Q2	$26.1K	Hold	263	–	–	﹤0.01%	377
2025 Q1	$26K	Sell	263 -51	-16%	-$4.99K	﹤0.01%	375
2024 Q4	$30.4K	Sell	314 -203	-39%	-$20K	﹤0.01%	370
2024 Q3	$52.4K	Hold	517	–	–	﹤0.01%	315
2024 Q2	$50.2K	Sell	517 -50	-9%	-$4.83K	﹤0.01%	319
2024 Q1	$55.5K	Sell	567 -150	-21%	-$14.7K	0.01%	304
2023 Q4	$71.2K	Buy	717 +492	+219%	+$46.8K	0.01%	275
2023 Q3	$21.2K	Hold	225	–	–	﹤0.01%	390
2023 Q2	$22K	Hold	225	–	–	﹤0.01%	378
2023 Q1	$22.4K	Hold	225	–	–	﹤0.01%	404
2022 Q4	$21.8K	Sell	225 -12	-5%	-$1.16K	﹤0.01%	408
2022 Q3	$23K	Buy	237 +12	+5%	+$1.21K	﹤0.01%	493
2022 Q2	$23K	Hold	225	–	–	﹤0.01%	518
2022 Q1	$24K	Hold	225	–	–	﹤0.01%	568
2021 Q4	$26K	Buy	+225	New	+$25.7K	﹤0.01%	589