First Heartland Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $317K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $310 | Sell |
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|
2024
Q1 | $321K | Sell |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $367K | Buy |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $446 | Sell |
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|
2022
Q2 | $480K | Sell |
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|
2022
Q1 | $530K | Sell |
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|
2021
Q4 | $757 | Sell |
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|
2021
Q3 | $830K | Sell |
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|
2021
Q2 | $995K | Buy |
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|
2021
Q1 | $835K | Sell |
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|
2020
Q4 | $1.84M | Sell |
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|
2020
Q3 | $2.09M | Sell |
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|
2020
Q2 | $2.25M | Sell |
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|
2020
Q1 | $2.33M | Sell |
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|
2019
Q4 | $2.73M | Buy |
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|
2019
Q3 | $2.39M | Buy |
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|
2019
Q2 | $2.23M | Sell |
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|
2019
Q1 | $9.86M | Buy |
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|
2018
Q4 | $901K | Sell |
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|
2018
Q3 | $2.59M | Buy |
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|
2018
Q2 | $2.51M | Buy |
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|
2018
Q1 | $2.4M | Buy |
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|
2017
Q4 | $2.08M | Buy |
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|
2017
Q3 | $1.99M | Buy |
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|
2017
Q2 | $1.94M | Sell |
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|
2017
Q1 | $1.94M | Sell |
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|
2016
Q4 | $2.13M | Sell |
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|
2016
Q3 | $12.1M | Sell |
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|
2016
Q2 | $20.1K | Buy |
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|
2016
Q1 | $19.4M | Buy |
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|
2015
Q4 | $2.86M | Buy |
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|
2015
Q3 | $767K | Buy |
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|
2015
Q2 | $604 | Sell |
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|
2015
Q1 | $1.5M | Sell |
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|
2014
Q4 | $1.5M | Buy |
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|
2014
Q3 | $419K | Buy |
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|
2014
Q2 | $358K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $481K | Buy |
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