Syon Capital’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	$39.1M	Buy	394,329 +107,260	+37%	+$10.7M	1.97%	8
2025 Q4	$28.7M	Sell	287,069 -201	-0.1%	-$20.2K	1.43%	14
2025 Q3	$28.8M	Buy	287,270 +5,668	+2%	+$562K	1.55%	14
2025 Q2	$27.9M	Buy	281,602 +55,666	+25%	+$5.45M	1.85%	12
2025 Q1	$22.3M	Sell	225,936 -104,585	-32%	-$10.2M	1.82%	11
2024 Q4	$32M	Buy	330,521 +77,982	+31%	+$7.68M	2.88%	6
2024 Q3	$25.6M	Buy	252,539 +19,038	+8%	+$1.9M	2.26%	9
2024 Q2	$22.7M	Buy	233,501 +33,416	+17%	+$3.23M	2.08%	11
2024 Q1	$19.6M	Sell	200,085 -101,165	-34%	-$9.9M	1.85%	11
2023 Q4	$29.9M	Sell	301,250 -587,126	-66%	-$55.9M	1.26%	17
2023 Q3	$83.5M	Buy	+888,376	New	+$85.6M	10.4%	1