L.M. Kohn & Company’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	$1.27M	Buy	+12,815	New	+$1.27M	0.34%	51
2024 Q4	–	Sell	-2,597	Closed	-$263K	–	262
2024 Q3	$263K	Buy	+2,597	New	+$263K	0.07%	219
2024 Q2	–	Sell	-2,203	Closed	-$216K	–	268
2024 Q1	$216K	Buy	+2,203	New	+$216K	0.06%	241