Halbert Hargrove Global Advisors’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 | $469K | Hold |
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|
2025
Q2 | $464K | Hold |
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|
2025
Q1 | $462K | Hold |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $450K | Buy |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $470K | Buy |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $440K | Sell |
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|
2022
Q1 | $947K | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $23.5M | Buy |
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|
2021
Q1 | $8.42M | Sell |
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|
2020
Q4 | $14.4M | Buy |
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|
2020
Q3 | $14.2M | Buy |
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|
2020
Q2 | $14M | Sell |
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|
2020
Q1 | $80.8M | Buy |
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|
2019
Q4 | $78.2M | Buy |
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|
2019
Q3 | $77M | Buy |
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|
2019
Q2 | $75M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $75.7M | Sell |
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|
2018
Q3 | $75.8M | Buy |
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|
2018
Q2 | $75.7M | Buy |
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|
2018
Q1 | $73.8M | Buy |
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|
2017
Q4 | $74.4M | Buy |
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|
2017
Q3 | $73.3M | Sell |
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|
2017
Q2 | $76.8M | Buy |
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|
2017
Q1 | $75.7M | Buy |
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|
2016
Q4 | $70.8M | Buy |
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|
2016
Q3 | $71.6M | Buy |
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|
2016
Q2 | $70.1M | Sell |
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|
2016
Q1 | $109M | Sell |
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|
2015
Q4 | $108M | Sell |
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|
2015
Q3 | $120M | Buy |
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|
2015
Q2 | $109M | Buy |
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