Kopp Family Office’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	$10.9M	Buy	110,380 +1,300	+1%	+$129K	7.09%	4
2025 Q1	$10.8M	Buy	109,080 +1,080	+1%	+$107K	7.46%	3
2024 Q4	$10.5M	Buy	108,000 +11,000	+11%	+$1.07M	6.63%	8
2024 Q3	$9.82M	Buy	+97,000	New	+$9.82M	6.26%	6