HBK Sorce Advisory’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 | $1.79M | Sell |
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|
2025
Q2 | $1.83M | Sell |
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|
2025
Q1 | $3.02M | Buy |
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|
2024
Q4 | $2.67M | Sell |
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|
2024
Q3 | $2.97M | Buy |
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|
2024
Q2 | $2.19M | Buy |
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|
2024
Q1 | $2.2M | Buy |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $2.76M | Buy |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $4.91M | Buy |
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|
2022
Q3 | $2.88M | Buy |
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|
2022
Q2 | $2.95M | Buy |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $3.18M | Sell |
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|
2021
Q3 | $3.27M | Sell |
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|
2021
Q2 | $3.36M | Buy |
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|
2021
Q1 | $3.21M | Buy |
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|
2020
Q4 | $2.57M | Buy |
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|
2020
Q3 | $2.5M | Sell |
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|
2020
Q2 | $4.76M | Buy |
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|
2020
Q1 | $2.97M | Sell |
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|
2019
Q4 | $4.33M | Sell |
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|
2019
Q3 | $4.47M | Sell |
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|
2019
Q2 | $4.6M | Sell |
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|
2019
Q1 | $4.58M | Sell |
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|
2018
Q4 | $5.18M | Buy |
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|
2018
Q3 | $4.67M | Sell |
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|
2018
Q2 | $4.92M | Buy |
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|
2018
Q1 | $4.9M | Buy |
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|
2017
Q4 | $4.99M | Buy |
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|
2017
Q3 | $1.05M | Buy |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $899K | Sell |
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|
2016
Q3 | $958K | Sell |
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|
2016
Q2 | $994K | Buy |
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|
2016
Q1 | $626K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.05M | Buy |
|