AIFS

A&I Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25,135	Closed	-$2.44M	–	73
2024 Q4	$2.44M	Buy	+25,135	New	+$2.44M	2.37%	8
2018 Q1	–	Sell	-4,687	Closed	-$512K	–	17
2017 Q4	$512K	Buy	+4,687	New	+$512K	1.01%	18