Synergy Investment 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	–	Sell	-1,615	Closed	-$160K	–	93
2025 Q1	$160K	Hold	1,615	–	–	0.07%	139
2024 Q4	$156K	Buy	+1,615	New	+$156K	0.07%	139