HC Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,704
| Closed | -$559K | – | 51 |
|
|
2024
Q1 | $559K | Sell |
5,704
-100
| -2% | -$9.79K | 0.27% | 54 |
|
|
2023
Q4 | $576K | Sell |
5,804
-60
| -1% | -$5.96K | 0.32% | 51 |
|
|
2023
Q3 | $551K | Sell |
5,864
-6,800
| -54% | -$639K | 0.33% | 51 |
|
|
2023
Q2 | $1.24M | Hold |
12,664
| – | – | 0.72% | 29 |
|
|
2023
Q1 | $1.26M | Hold |
12,664
| – | – | 0.78% | 30 |
|
|
2022
Q4 | $1.23M | Hold |
12,664
| – | – | 0.84% | 31 |
|
|
2022
Q3 | $1.22M | Buy |
12,664
+193
| +2% | +$18.6K | 0.84% | 31 |
|
|
2022
Q2 | $1.27M | Buy |
+12,471
| New | +$1.27M | 0.9% | 29 |
|