Watts Gwilliam & Co’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 Q1	$1.08M	Sell	10,898 -407	-4%	-$40.3K	0.23%	81
2024 Q4	$1.09M	Buy	11,305 +2,225	+25%	+$214K	0.23%	83
2024 Q3	$906K	Buy	+9,080	New	+$906K	0.2%	90
2024 Q1	$751K	Buy	+7,777	New	+$751K	0.23%	84