Carbahal Olsen Financial Services 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	$10.9M	Buy	109,479 +4,325	+4%	+$429K	9.26%	5
2025 Q1	$10.4M	Buy	105,154 +1,850	+2%	+$183K	9.87%	5
2024 Q4	$10M	Buy	+103,304	New	+$10M	9.23%	5