Elios 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	$778K	Buy	7,838 +2,501	+47%	+$248K	0.35%	62
2025 Q1	$528K	Buy	5,337 +260	+5%	+$25.7K	0.26%	71
2024 Q4	$492K	Sell	5,077 -1,650	-25%	-$160K	0.23%	73
2024 Q3	$681K	Buy	+6,727	New	+$681K	0.31%	60