Heritage Wealth Management (California)’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 | $1.59M | Sell |
16,058
-19
| -0.1% | -$1.89K | 1.06% | 27 |
|
|
2025
Q1 | $1.59M | Sell |
16,077
-2,175
| -12% | -$215K | 1.2% | 24 |
|
|
2024
Q4 | $1.77M | Buy |
18,252
+842
| +5% | +$81.6K | 1.27% | 21 |
|
|
2024
Q3 | $1.76M | Buy |
17,410
+116
| +0.7% | +$11.7K | 1.25% | 16 |
|
|
2024
Q2 | $1.68M | Sell |
17,294
-1,091
| -6% | -$106K | 1.23% | 16 |
|
|
2024
Q1 | $1.8M | Buy |
18,385
+2,651
| +17% | +$260K | 1.36% | 14 |
|
|
2023
Q4 | $1.56M | Buy |
+15,734
| New | +$1.56M | 1.25% | 16 |
|