Somnio Financial Group’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	$12.2M	Buy	+123,241	New	+$12.2M	8.75%	4
2024 Q4	$10.9M	Buy	112,975 +7,554	+7%	+$732K	8.76%	4
2024 Q3	$10.7M	Buy	105,421 +3,832	+4%	+$388K	8.71%	5
2024 Q2	$9.86M	Buy	+101,589	New	+$9.86M	8.7%	4