Harel Insurance Investments & Financial Services’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 | $222K | Buy |
2,233
+190
| +9% | +$18.9K | ﹤0.01% | 271 |
|
|
2025
Q1 | $202K | Buy |
2,043
+1,029
| +101% | +$102K | ﹤0.01% | 275 |
|
|
2024
Q4 | $98K | Hold |
1,014
| – | – | ﹤0.01% | 256 |
|
|
2024
Q3 | $102K | Hold |
1,014
| – | – | ﹤0.01% | 278 |
|
|
2024
Q2 | $98K | Hold |
1,014
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $99K | Hold |
1,014
| – | – | ﹤0.01% | 309 |
|
|
2023
Q4 | $100K | Hold |
1,014
| – | – | ﹤0.01% | 346 |
|
|
2023
Q3 | $95K | Buy |
1,014
+414
| +69% | +$38.8K | ﹤0.01% | 378 |
|
|
2023
Q2 | $59K | Hold |
600
| – | – | ﹤0.01% | 454 |
|
|
2023
Q1 | $60K | Hold |
600
| – | – | ﹤0.01% | 465 |
|
|
2022
Q4 | $58K | Hold |
600
| – | – | ﹤0.01% | 454 |
|
|
2022
Q3 | $58K | Hold |
600
| – | – | ﹤0.01% | 477 |
|
|
2022
Q2 | $61K | Hold |
600
| – | – | ﹤0.01% | 479 |
|
|
2022
Q1 | $64K | Hold |
600
| – | – | ﹤0.01% | 489 |
|
|
2021
Q4 | $68K | Hold |
600
| – | – | ﹤0.01% | 547 |
|
|
2021
Q3 | $69K | Hold |
600
| – | – | ﹤0.01% | 499 |
|
|
2021
Q2 | $69K | Hold |
600
| – | – | ﹤0.01% | 690 |
|
|
2021
Q1 | $68K | Buy |
+600
| New | +$68K | ﹤0.01% | 633 |
|
|
2020
Q4 | – | Sell |
-600
| Closed | -$71K | – | 715 |
|
|
2020
Q3 | $71K | Hold |
600
| – | – | ﹤0.01% | 420 |
|
|
2020
Q2 | $71K | Hold |
600
| – | – | ﹤0.01% | 362 |
|
|
2020
Q1 | $69K | Hold |
600
| – | – | ﹤0.01% | 245 |
|
|
2019
Q4 | $67K | Hold |
600
| – | – | ﹤0.01% | 336 |
|
|
2019
Q3 | $68K | Buy |
+600
| New | +$68K | ﹤0.01% | 277 |
|
|
2018
Q3 | – | Sell |
-600
| Closed | -$64K | – | 474 |
|
|
2018
Q2 | $64K | Sell |
600
-1,900
| -76% | -$203K | ﹤0.01% | 287 |
|
|
2018
Q1 | $268K | Sell |
2,500
-1,200
| -32% | -$129K | 0.02% | 185 |
|
|
2017
Q4 | $405K | Hold |
3,700
| – | – | 0.03% | 152 |
|
|
2017
Q3 | $406K | Hold |
3,700
| – | – | 0.03% | 108 |
|
|
2017
Q2 | $405K | Hold |
3,700
| – | – | 0.03% | 119 |
|
|
2017
Q1 | $401K | Buy |
3,700
+1,896
| +105% | +$205K | 0.04% | 106 |
|
|
2016
Q4 | $195K | Hold |
1,804
| – | – | 0.03% | 112 |
|
|
2016
Q3 | $201K | Sell |
1,804
-3,896
| -68% | -$434K | 0.03% | 113 |
|
|
2016
Q2 | $642K | Hold |
5,700
| – | – | 0.08% | 76 |
|
|
2016
Q1 | $632K | Sell |
5,700
-622
| -10% | -$69K | 0.08% | 74 |
|
|
2015
Q4 | $683K | Buy |
+6,322
| New | +$683K | 0.08% | 60 |
|