Atomi Financial Group’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	$29.7M	Buy	299,111 +27,484	+10%	+$2.75M	0.92%	24
2025 Q4	$27.1M	Buy	271,627 +2,524	+0.9%	+$253K	0.8%	27
2025 Q3	$27M	Buy	269,103 +46,940	+21%	+$4.66M	0.87%	24
2025 Q2	$22M	Buy	222,163 +18,736	+9%	+$1.84M	0.83%	26
2025 Q1	$20.1M	Sell	203,427 -14,586	-7%	-$1.43M	0.92%	27
2024 Q4	$21.1M	Buy	218,013 +20,554	+10%	+$2.02M	1.07%	20
2024 Q3	$20M	Sell	197,459 -3,427	-2%	-$342K	1.25%	13
2024 Q2	$19.5M	Buy	200,886 +166,796	+489%	+$16.1M	1.44%	11
2024 Q1	$3.34M	Sell	34,090 -3,345	-9%	-$327K	0.31%	75
2023 Q4	$3.72M	Buy	37,435 +20,872	+126%	+$1.99M	0.51%	34
2023 Q3	$1.56M	Buy	16,563 +8,788	+113%	+$846K	0.52%	50
2023 Q2	$762K	Buy	+7,775	New	+$769K	0.35%	83