HWA
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HCR Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

HCR Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$376K Hold
3,795
– – 0.03% 188
2026
Q1 		$377K Hold
3,795
– – 0.04% 177
2025
Q4 		$379K Buy
+3,795
New +$381K 0.04% 180
2023
Q3 		– Sell
-2,044
Closed -$200K – 171
2023
Q2 		$200K Buy
+2,044
New +$202K 0.04% 167
2022
Q3 		– Sell
-1,969
Closed -$200K – 169
2022
Q2 		$200K Sell
1,969
-140
-7% -$14.4K 0.04% 168
2022
Q1 		$226K Sell
2,109
-98
-4% -$10.8K 0.04% 172
2021
Q4 		$252K Sell
2,207
-37
-2% -$4.23K 0.04% 175
2021
Q3 		$258K Sell
2,244
-165
-7% -$19.1K 0.04% 172
2021
Q2 		$278K Sell
2,409
-82
-3% -$9.39K 0.05% 164
2021
Q1 		$284K Buy
2,491
+115
+5% +$13.3K 0.06% 156
2020
Q4 		$281K Buy
2,376
+37
+2% +$4.36K 0.06% 155
2020
Q3 		$276K Sell
2,339
-395
-14% -$46.9K 0.06% 133
2020
Q2 		$323K Buy
2,734
+20
+0.7% +$2.34K 0.08% 122
2020
Q1 		$313K Buy
2,714
+381
+16% +$43.4K 0.09% 114
2019
Q4 		$262K Buy
2,333
+35
+2% +$3.94K 0.06% 135
2019
Q3 		$259K Buy
+2,298
New +$258K 0.09% 130
2017
Q4 		– Sell
-2,435
Closed -$267K – 168
2017
Q3 		$267K Buy
+2,435
New +$267K 0.11% 134

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SWM
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SP
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FCBT
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GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return