HBW Advisory Services’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
2026 Q1	$277K	Buy	2,792 +260	+10%	+$26K	0.03%	367
2025 Q4	$253K	Buy	+2,532	New	+$254K	0.03%	375
2023 Q2	–	Sell	-2,909	Closed	-$290K	–	291
2023 Q1	$290K	Buy	2,909 +37	+1%	+$3.66K	0.07%	205
2022 Q4	$279K	Sell	2,872 -60	-2%	-$5.8K	0.07%	210
2022 Q3	$282K	Buy	2,932 +531	+22%	+$53.7K	0.08%	182
2022 Q2	$244K	Buy	2,401 +101	+4%	+$10.4K	0.06%	197
2022 Q1	$246K	Sell	2,300 -18,951	-89%	-$2.09M	0.09%	190
2021 Q4	$2.42M	Sell	21,251 -5,651	-21%	-$646K	0.57%	58
2021 Q3	$3.09M	Sell	26,902 -929	-3%	-$108K	0.8%	42
2021 Q2	$3.21M	Sell	27,831 -1,645	-6%	-$188K	0.85%	40
2021 Q1	$3.35M	Sell	29,476 -730	-2%	-$84.5K	0.89%	41
2020 Q4	$3.57M	Buy	30,206 +555	+2%	+$65.4K	1.09%	30
2020 Q3	$3.5M	Sell	29,651 -10,404	-26%	-$1.23M	1.44%	15
2020 Q2	$4.74M	Buy	40,055 +1,792	+5%	+$210K	2.2%	6
2020 Q1	$4.43M	Sell	38,263 -1,220	-3%	-$139K	3.2%	4
2019 Q4	$4.45M	Buy	39,483 +1,949	+5%	+$220K	2.6%	6
2019 Q3	$4.26M	Buy	+37,534	New	+$4.22M	4.08%	3