HCR Wealth 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
Q4 | $379K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $284K | Buy |
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|
2020
Q4 | $281K | Buy |
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|
2020
Q3 | $276K | Sell |
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|
2020
Q2 | $323K | Buy |
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|
2020
Q1 | $313K | Buy |
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|
2019
Q4 | $262K | Buy |
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|
2019
Q3 | $259K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $267K | Buy |
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