HCM
Hengehold Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
2,403
-1,526
| -39% | -$151K | 0.02% | 193 |
|
|
2025
Q1 | $389K | Buy |
3,929
+30
| +0.8% | +$2.97K | 0.04% | 144 |
|
|
2024
Q4 | $378K | Buy |
3,899
+459
| +13% | +$44.5K | 0.04% | 150 |
|
|
2024
Q3 | $348K | Sell |
3,440
-168
| -5% | -$17K | 0.03% | 144 |
|
|
2024
Q2 | $350K | Sell |
3,608
-382
| -10% | -$37.1K | 0.04% | 134 |
|
|
2024
Q1 | $391K | Buy |
3,990
+924
| +30% | +$90.5K | 0.04% | 130 |
|
|
2023
Q4 | $304K | Sell |
3,066
-78
| -2% | -$7.74K | 0.04% | 143 |
|
|
2023
Q3 | $296K | Buy |
3,144
+138
| +5% | +$13K | 0.04% | 133 |
|
|
2023
Q2 | $294K | Buy |
+3,006
| New | +$294K | 0.04% | 131 |
|
|
2013
Q3 | – | Sell |
-4,671
| Closed | -$501K | – | 79 |
|
|
2013
Q2 | $501K | Buy |
+4,671
| New | +$501K | 0.22% | 52 |
|