HRC Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$886K Sell
2025
Q2
$899K Sell
2025
Q1
$966K Sell
2024
Q4
$948K Buy
2024
Q3
$985K Sell
2024
Q2
$977K Sell
2024
Q1
$1.04M Sell
2023
Q4
$1.08M Buy