HFG 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 | $640K | Buy |
6,471
+1,348
| +26% | +$133K | 0.39% | 37 |
|
|
2025
Q1 | $496K | Buy |
5,123
+1,494
| +41% | +$145K | 0.3% | 39 |
|
|
2024
Q4 | $368K | Buy |
3,629
+708
| +24% | +$71.7K | 0.24% | 34 |
|
|
2024
Q3 | $284K | Hold |
2,921
| – | – | 0.18% | 37 |
|
|
2024
Q2 | $284K | Buy |
+2,921
| New | +$284K | 0.18% | 37 |
|
|
2024
Q1 | – | Sell |
-8,520
| Closed | -$846K | – | 37 |
|
|
2023
Q4 | $846K | Buy |
+8,520
| New | +$846K | 0.21% | 43 |
|
|
2023
Q1 | $1.81M | Buy |
+18,200
| New | +$1.81M | 0.38% | 36 |
|