Lazari Capital Management’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	$1.92M	Buy	19,401 +429	+2%	+$42.6K	0.72%	27
2025 Q1	$1.88M	Sell	18,972 -1,247	-6%	-$123K	0.77%	26
2024 Q4	$1.96M	Buy	20,219 +6,000	+42%	+$581K	0.78%	27
2024 Q3	$1.44M	Buy	14,219 +1,285	+10%	+$130K	0.62%	32
2024 Q2	$1.26M	Buy	+12,934	New	+$1.26M	0.57%	35