Wealth Architects’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	$205K	Sell	2,060 -392	-16%	-$39.2K	0.02%	234
2025 Q4	$245K	Buy	2,452 +410	+20%	+$41.1K	0.02%	201
2025 Q3	$205K	Buy	+2,042	New	+$203K	0.02%	227
2022 Q3	–	Sell	-2,358	Closed	-$240K	–	174
2022 Q2	$240K	Hold	2,358	–	–	0.05%	150
2022 Q1	$253K	Sell	2,358 -666	-22%	-$73.3K	0.04%	166
2021 Q4	$345K	Buy	3,024 +307	+11%	+$35.1K	0.06%	144
2021 Q3	$312K	Sell	2,717 -994	-27%	-$115K	0.06%	136
2021 Q2	$428K	Buy	3,711 +994	+37%	+$114K	0.08%	105
2021 Q1	$309K	Buy	2,717 +763	+39%	+$88.4K	0.07%	116
2020 Q4	$231K	Hold	1,954	–	–	0.05%	138
2020 Q3	$231K	Buy	+1,954	New	+$232K	0.06%	130
2020 Q1	–	Sell	-2,092	Closed	-$235K	–	128
2019 Q4	$235K	Sell	2,092 -930	-31%	-$105K	0.07%	117
2019 Q3	$342K	Buy	+3,022	New	+$340K	0.1%	89
2018 Q1	–	Sell	-2,043	Closed	-$223K	–	127
2017 Q4	$223K	Sell	2,043 -473	-19%	-$51.7K	0.07%	120
2017 Q3	$276K	Sell	2,516 -468	-16%	-$51.4K	0.1%	101
2017 Q2	$326K	Sell	2,984 -455	-13%	-$49.7K	0.12%	85
2017 Q1	$373K	Sell	3,439 -472	-12%	-$51.1K	0.15%	74
2016 Q4	$423K	Sell	3,911 -891	-19%	-$97.6K	0.19%	65
2016 Q3	$539K	Hold	4,802	–	–	0.25%	56
2016 Q2	$540K	Sell	4,802 -441	-8%	-$49K	0.26%	56
2016 Q1	$581K	Sell	5,243 -447	-8%	-$48.9K	0.29%	48
2015 Q4	$615K	Sell	5,690 -410	-7%	-$44.6K	0.3%	45
2015 Q3	$668K	Sell	6,100 -424	-6%	-$46.2K	0.36%	40
2015 Q2	$710K	Sell	6,524 -420	-6%	-$46.2K	0.38%	38
2015 Q1	$774K	Sell	6,944 -434	-6%	-$48.2K	0.45%	30
2014 Q4	$812K	Buy	+7,378	New	+$812K	0.48%	30