Rialto Wealth 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	$2.18M	Buy	21,978 +562	+3%	+$55.8K	0.61%	44
2025 Q1	$2.12M	Buy	21,416 +3,197	+18%	+$316K	0.67%	40
2024 Q4	$1.77M	Buy	+18,219	New	+$1.77M	0.58%	45