Bleakley Financial Group’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	$1.82M	Buy	+18,312	New	+$1.82M	0.05%	287
2023 Q1	–	Sell	-3,265	Closed	-$317K	–	912
2022 Q4	$317K	Buy	+3,265	New	+$317K	0.01%	681