Fiduciary 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	$816K	Buy	8,264 +574	+7%	+$56.7K	0.15%	98
2025 Q1	$747K	Buy	7,690 +1,421	+23%	+$138K	0.16%	90
2024 Q4	$601K	Buy	6,269 +2,144	+52%	+$206K	0.13%	103
2024 Q3	$412K	Sell	4,125 -2,519	-38%	-$251K	0.09%	136
2024 Q2	$654K	Buy	+6,644	New	+$654K	0.16%	85