GYL Financial Synergies’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
2024 Q3	$1.44M	Buy	+14,201	New	+$1.44M	0.11%	164
2022 Q3	–	Sell	-6,587	Closed	-$670K	–	191
2022 Q2	$670K	Buy	6,587 +4,231	+180%	+$430K	0.18%	77
2022 Q1	$252K	Sell	2,356 -807	-26%	-$86.3K	0.06%	176
2021 Q4	$361K	Buy	+3,163	New	+$361K	0.1%	150