William Howard & Co Financial Advisors’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 Q2	$927K	Sell	9,340 -122	-1%	-$12.1K	0.81%	21
2025 Q1	$936K	Hold	9,462	–	–	0.88%	18
2024 Q4	$916K	Sell	9,462 -2,477	-21%	-$240K	0.83%	18
2024 Q3	$1.21M	Hold	11,939	–	–	1.03%	17
2024 Q2	$1.16M	Hold	11,939	–	–	1.07%	16
2024 Q1	$1.17M	Buy	+11,939	New	+$1.17M	1.1%	16