Roman Butler Fullerton & Co’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	$251K	Buy	+2,545	New	+$251K	0.07%	216
2024 Q4	–	Sell	-10,363	Closed	-$1.03M	–	230
2024 Q3	$1.03M	Buy	+10,363	New	+$1.03M	0.31%	80