DSG Capital Advisors’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	$14.4M	Buy	144,987 +122,653	+549%	+$12.2M	2.56%	13
2025 Q1	$2.21M	Sell	22,334 -32,903	-60%	-$3.25M	0.45%	50
2024 Q4	$5.35M	Buy	+55,237	New	+$5.35M	0.97%	31