HNWAG
High Net Worth Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
135,867
-4,361
| -3% | -$433K | 3.57% | 4 |
|
|
2025
Q1 | $13.9M | Buy |
140,228
+6,405
| +5% | +$634K | 3.91% | 3 |
|
|
2024
Q4 | $13M | Sell |
133,823
-1,558
| -1% | -$151K | 3.62% | 5 |
|
|
2024
Q3 | $13.7M | Buy |
135,381
+12,947
| +11% | +$1.31M | 3.76% | 4 |
|
|
2024
Q2 | $11.9M | Buy |
122,434
+2,483
| +2% | +$241K | 3.6% | 5 |
|
|
2024
Q1 | $11.7M | Buy |
119,951
+3,276
| +3% | +$321K | 3.7% | 3 |
|
|
2023
Q4 | $11.6M | Buy |
116,675
+8,273
| +8% | +$821K | 4.3% | 3 |
|
|
2023
Q3 | $10.2M | Buy |
108,402
+6,609
| +6% | +$622K | 4.08% | 3 |
|
|
2023
Q2 | $9.97M | Buy |
101,793
+2,685
| +3% | +$263K | 3.87% | 4 |
|
|
2023
Q1 | $9.88M | Buy |
99,108
+1,905
| +2% | +$190K | 4.02% | 4 |
|
|
2022
Q4 | $9.43M | Buy |
97,203
+8,225
| +9% | +$798K | 3.66% | 3 |
|
|
2022
Q3 | $8.57M | Buy |
88,978
+1,164
| +1% | +$112K | 3.66% | 3 |
|
|
2022
Q2 | $8.93M | Sell |
87,814
-122
| -0.1% | -$12.4K | 3.71% | 3 |
|
|
2022
Q1 | $9.42M | Buy |
87,936
+2,478
| +3% | +$265K | 3.42% | 3 |
|
|
2021
Q4 | $9.75M | Buy |
+85,458
| New | +$9.75M | 3.4% | 3 |
|