Winthrop Capital 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
2025 Q2	$3.63M	Sell	36,593 -700	-2%	-$69.4K	0.92%	34
2025 Q1	$3.69M	Sell	37,293 -1,041	-3%	-$103K	1.01%	30
2024 Q4	$3.72M	Buy	+38,334	New	+$3.72M	0.99%	32
2024 Q1	–	Sell	-19,225	Closed	-$1.91M	–	164
2023 Q4	$1.91M	Buy	+19,225	New	+$1.91M	0.62%	37