Kelly 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	$18.4M	Buy	185,781 +10,283	+6%	+$1.02M	5.33%	7
2025 Q1	$17.4M	Buy	175,498 +35,028	+25%	+$3.46M	5.43%	5
2024 Q4	$13.6M	Buy	+140,470	New	+$13.6M	4.84%	6