Heck Capital 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
Q1 | – | Sell |
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|
2024
Q4 | $61K | Sell |
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|
2024
Q3 | $65.6K | Buy |
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|
2024
Q2 | $62.3K | Buy |
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|
2024
Q1 | $62.3K | Buy |
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|
2023
Q4 | $42.5K | Sell |
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|
2023
Q3 | $49.7K | Buy |
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|
2023
Q2 | $51.4K | Buy |
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|
2023
Q1 | $51.8K | Buy |
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|
2022
Q4 | $49.3K | Sell |
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|
2022
Q3 | $5.74M | Buy |
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|
2022
Q2 | $5.97M | Sell |
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|
2022
Q1 | $27.4M | Buy |
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|
2021
Q4 | $29M | Buy |
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|
2021
Q3 | $26.4M | Buy |
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|
2021
Q2 | $26.3M | Buy |
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|
2021
Q1 | $25.4M | Sell |
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|
2020
Q4 | $26.4M | Buy |
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|
2020
Q3 | $25.1M | Buy |
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|
2020
Q2 | $24.6M | Buy |
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|
2020
Q1 | $22.1M | Buy |
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|
2019
Q4 | $18.2M | Buy |
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|
2019
Q3 | $15.5M | Buy |
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|
2019
Q2 | $14.7M | Buy |
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|
2019
Q1 | $13.6M | Buy |
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|
2018
Q4 | $12.7M | Sell |
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|
2018
Q3 | $12.6M | Buy |
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|
2018
Q2 | $12.7M | Sell |
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|
2018
Q1 | $12.9M | Buy |
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|
2017
Q4 | $13M | Buy |
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|
2017
Q3 | $12.8M | Buy |
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|
2017
Q2 | $11.6M | Buy |
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|
2017
Q1 | $11.2M | Buy |
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|
2016
Q4 | $9.78M | Buy |
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