WP Advisors’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	$264K	Buy	+2,664	New	+$267K	0.07%	102
2025 Q4	–	Sell	-3,551	Closed	-$356K	–	117
2025 Q3	$356K	Buy	3,551 +34	+1%	+$3.37K	0.09%	89
2025 Q2	$349K	Sell	3,517 -48,913	-93%	-$4.79M	0.1%	86
2025 Q1	$5.19M	Buy	+52,430	New	+$5.13M	1.73%	16
2024 Q3	–	Sell	-67,303	Closed	-$6.53M	–	99
2024 Q2	$6.53M	Sell	67,303 -2,110	-3%	-$204K	2.09%	14
2024 Q1	$6.8M	Buy	+69,413	New	+$6.79M	2.23%	12
2019 Q2	–	Sell	-470	Closed	-$513	–	66
2019 Q1	$513	Buy	+470	New	+$50.4K	0.06%	113
2018 Q4	–	Sell	-464	Closed	-$49K	–	67
2018 Q3	$49K	Buy	464 +4	+0.9%	+$424	0.05%	125
2018 Q2	$49K	Buy	+460	New	+$48.8K	0.05%	130