Snider Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.2M	Sell	203,265 -31,545	-13%	-$3.16M	6.09%	2
2025 Q4	$23.5M	Buy	234,810 +1,388	+0.6%	+$139K	6.25%	2
2025 Q3	$23.4M	Buy	233,422 +3,773	+2%	+$374K	6.38%	2
2025 Q2	$22.8M	Buy	229,649 +5,787	+3%	+$567K	6.57%	2
2025 Q1	$22.1M	Sell	223,862 -1,941	-0.9%	-$190K	7.2%	2
2024 Q4	$21.9M	Buy	225,803 +16,495	+8%	+$1.62M	6.78%	2
2024 Q3	$21.2M	Buy	209,308 +2,145	+1%	+$214K	7.76%	2
2024 Q2	$20.1M	Sell	207,163 -59,535	-22%	-$5.75M	7.76%	2
2024 Q1	$26.1M	Buy	266,698 +69,502	+35%	+$6.8M	10.89%	1
2023 Q4	$19.6M	Sell	197,196 -19,115	-9%	-$1.82M	9.02%	1
2023 Q3	$20.3M	Sell	216,311 -1,781	-0.8%	-$172K	9.83%	1
2023 Q2	$21.4M	Buy	218,092 +48,315	+28%	+$4.78M	10.22%	1
2023 Q1	$16.9M	Sell	169,777 -12,938	-7%	-$1.28M	9.02%	1
2022 Q4	$17.7M	Buy	182,715 +1,125	+0.6%	+$109K	9.8%	1
2022 Q3	$17.6M	Buy	181,590 +32,896	+22%	+$3.33M	9.58%	1
2022 Q2	$15.1M	Buy	148,694 +10,049	+7%	+$1.03M	8.23%	2
2022 Q1	$14.8M	Sell	138,645 -286	-0.2%	-$31.5K	6.76%	2
2021 Q4	$15.7M	Buy	138,931 +1,018	+0.7%	+$116K	6.68%	1
2021 Q3	$15.8M	Buy	137,913 +41,346	+43%	+$4.79M	6.89%	1
2021 Q2	$11.2M	Buy	+96,567	New	+$11.1M	5.27%	2