Hibernia Wealth Partners’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
Q1
Sell
-3,812
Closed -$369K 46
2024
Q4
$369K Sell
3,812
-3,558
-48% -$345K 0.24% 39
2024
Q3
$746K Buy
7,370
+82
+1% +$8.31K 0.22% 39
2024
Q2
$707K Buy
7,288
+3,678
+102% +$357K 0.25% 35
2024
Q1
$354K Buy
+3,610
New +$354K 0.24% 52