Hemington Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
4,719
+737
| +19% | +$73.1K | 0.07% | 82 |
|
|
2025
Q1 | $393K | Sell |
3,982
-380
| -9% | -$37.5K | 0.06% | 84 |
|
|
2024
Q4 | $422K | Buy |
4,362
+312
| +8% | +$30.2K | 0.11% | 83 |
|
|
2024
Q3 | $398K | Buy |
+4,050
| New | +$398K | 0.11% | 83 |
|
|
2022
Q1 | – | Sell |
-4,494
| Closed | -$531K | – | 108 |
|
|
2021
Q4 | $531K | Sell |
4,494
-51
| -1% | -$6.03K | 0.25% | 45 |
|
|
2021
Q3 | $522K | Buy |
4,545
+14
| +0.3% | +$1.61K | 0.19% | 53 |
|
|
2021
Q2 | $523K | Buy |
4,531
+8
| +0.2% | +$923 | 0.22% | 50 |
|
|
2021
Q1 | $515K | Buy |
4,523
+29
| +0.6% | +$3.3K | 0.22% | 50 |
|
|
2020
Q4 | $531K | Buy |
+4,494
| New | +$531K | 0.25% | 45 |
|