Abel Hall LLC’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
$449K Sell
4,523
-1,576
-26% -$156K 0.21% 99
2025
Q1
$603K Sell
6,099
-587
-9% -$58.1K 0.36% 44
2024
Q4
$648K Sell
6,686
-84
-1% -$8.14K 0.41% 35
2024
Q3
$686K Sell
6,770
-83
-1% -$8.41K 0.45% 35
2024
Q2
$665K Sell
6,853
-2,549
-27% -$247K 0.47% 33
2024
Q1
$921K Sell
9,402
-262
-3% -$25.7K 0.69% 22
2023
Q4
$959K Buy
+9,664
New +$959K 0.82% 21