Wolff Wiese Magana’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 Q2	$270K	Buy	2,727 +1	+0%	+$99	0.12%	105
2026 Q1	$271K	Sell	2,726 -8	-0.3%	-$800	0.15%	94
2025 Q4	$273K	Hold	2,734	–	–	0.15%	96
2025 Q3	$274K	Buy	2,734 +71	+3%	+$7.04K	0.16%	104
2025 Q2	$264K	Hold	2,663	–	–	0.16%	93
2025 Q1	$263K	Sell	2,663 -480	-15%	-$46.9K	0.18%	85
2024 Q4	$305K	Buy	3,143 +125	+4%	+$12.3K	0.2%	76
2024 Q3	$306K	Buy	3,018 +700	+30%	+$69.8K	0.21%	78
2024 Q2	$225K	Buy	2,318 +1,930	+497%	+$186K	0.18%	85
2024 Q1	$38K	Hold	388	–	–	0.03%	168
2023 Q4	$38.5K	Buy	388 +378	+3,780%	+$36K	0.04%	160
2023 Q3	$941	Hold	10	–	–	﹤0.01%	624
2023 Q2	$980	Hold	10	–	–	﹤0.01%	614
2023 Q1	$997	Hold	10	–	–	﹤0.01%	575
2022 Q4	$970	Sell	10 -4,584	-100%	-$443K	﹤0.01%	581
2022 Q3	$443K	Hold	4,594	–	–	0.36%	66
2022 Q2	$467K	Hold	4,594	–	–	0.34%	65
2022 Q1	$492K	Buy	4,594 +32	+0.7%	+$3.52K	0.33%	69
2021 Q4	$520K	Hold	4,562	–	–	0.34%	71
2021 Q3	$524K	Sell	4,562 -168	-4%	-$19.5K	0.37%	69
2021 Q2	$546K	Buy	4,730 +138	+3%	+$15.8K	0.39%	67
2021 Q1	$523K	Hold	4,592	–	–	0.41%	58
2020 Q4	$543K	Buy	+4,592	New	+$541K	0.46%	58

Other funds holding AGG