Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.71M | Buy |
69,090
+729
| +1% | +$70.8K | 3.72% | 6 |
|
|
2024
Q1 | $6.7M | Buy |
68,361
+3,771
| +6% | +$369K | 3.41% | 6 |
|
|
2023
Q4 | $6.41M | Buy |
+64,590
| New | +$6.41M | 3.47% | 6 |
|
|
2022
Q4 | $24.5M | Buy |
252,642
+133,219
| +112% | +$12.9M | 3.5% | 5 |
|
|
2022
Q3 | $11.5M | Buy |
119,423
+6,796
| +6% | +$655K | 3.7% | 5 |
|
|
2022
Q2 | $11.5M | Sell |
112,627
-15,226
| -12% | -$1.55M | 3.81% | 4 |
|
|
2022
Q1 | $13.7M | Buy |
+127,853
| New | +$13.7M | 3.7% | 4 |
|
|
2021
Q3 | $11.8M | Buy |
102,528
+37,884
| +59% | +$4.35M | 4.19% | 4 |
|
|
2021
Q2 | $7.46M | Buy |
64,644
+40,022
| +163% | +$4.62M | 2.83% | 5 |
|
|
2021
Q1 | $2.8M | Buy |
+24,622
| New | +$2.8M | 1.58% | 10 |
|