HFS
Hoge Financial Services’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 | $826K | Buy |
+8,328
| New | +$826K | 0.51% | 23 |
|
|
2025
Q1 | – | Sell |
-3,045
| Closed | -$295K | – | 58 |
|
|
2024
Q4 | $295K | Buy |
3,045
+38
| +1% | +$3.68K | 0.22% | 39 |
|
|
2024
Q3 | $304K | Buy |
3,007
+28
| +0.9% | +$2.84K | 0.23% | 39 |
|
|
2024
Q2 | $289K | Buy |
2,979
+27
| +0.9% | +$2.62K | 0.24% | 39 |
|
|
2024
Q1 | $289K | Sell |
2,952
-2,569
| -47% | -$252K | 0.24% | 42 |
|
|
2023
Q4 | $548K | Buy |
+5,521
| New | +$548K | 0.55% | 23 |
|