HRC 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 | $899K | Sell |
9,064
-700
| -7% | -$69.4K | 0.48% | 17 |
|
|
2025
Q1 | $966K | Sell |
9,764
-23
| -0.2% | -$2.28K | 0.6% | 12 |
|
|
2024
Q4 | $948K | Buy |
9,787
+63
| +0.6% | +$6.11K | 0.56% | 14 |
|
|
2024
Q3 | $985K | Sell |
9,724
-346
| -3% | -$35K | 0.64% | 12 |
|
|
2024
Q2 | $977K | Sell |
10,070
-502
| -5% | -$48.7K | 0.67% | 13 |
|
|
2024
Q1 | $1.04M | Sell |
10,572
-344
| -3% | -$33.7K | 0.76% | 11 |
|
|
2023
Q4 | $1.08M | Buy |
+10,916
| New | +$1.08M | 0.93% | 10 |
|