Heritage 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
Q2 | $443K | Buy |
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|
2025
Q1 | $411K | Buy |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $376K | Buy |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $422K | Sell |
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $617K | Buy |
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|
2021
Q4 | $640K | Sell |
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|
2021
Q3 | $649K | Buy |
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|
2021
Q2 | $639K | Buy |
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|
2021
Q1 | $628K | Sell |
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|
2020
Q4 | $793K | Sell |
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|
2020
Q3 | $927K | Sell |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $827K | Buy |
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|
2018
Q4 | $746K | Sell |
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|
2018
Q3 | $772K | Buy |
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|
2018
Q2 | $766K | Buy |
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|
2018
Q1 | $474K | Buy |
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|
2017
Q4 | $432K | Buy |
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|
2017
Q3 | $406K | Buy |
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|
2017
Q2 | $337K | Sell |
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|
2017
Q1 | $375K | Buy |
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|
2016
Q4 | $363K | Buy |
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|
2016
Q3 | $339K | Buy |
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|
2016
Q2 | $329K | Sell |
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|
2016
Q1 | $323K | Sell |
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|
2015
Q4 | $477K | Sell |
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|
2015
Q3 | $493K | Sell |
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|
2015
Q2 | $496K | Buy |
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|
2015
Q1 | $499K | Sell |
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|
2014
Q4 | $550K | Buy |
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|
2014
Q3 | $492K | Buy |
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|
2014
Q2 | $489K | Sell |
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|
2014
Q1 | $500K | Buy |
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|
2013
Q4 | $426K | Buy |
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