HTG Investment Advisors’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 | $11.3M | Buy |
113,727
+3,860
| +4% | +$383K | 4.2% | 9 |
|
|
2025
Q1 | $10.9M | Buy |
109,867
+4,949
| +5% | +$490K | 4.53% | 9 |
|
|
2024
Q4 | $10.2M | Buy |
104,918
+5,538
| +6% | +$537K | 4.65% | 8 |
|
|
2024
Q3 | $10.1M | Buy |
99,380
+8,199
| +9% | +$830K | 4.75% | 8 |
|
|
2024
Q2 | $8.85M | Buy |
91,181
+6,205
| +7% | +$602K | 4.77% | 8 |
|
|
2024
Q1 | $8.32M | Buy |
84,976
+9,664
| +13% | +$946K | 4.83% | 6 |
|
|
2023
Q4 | $7.47M | Buy |
75,312
+11,530
| +18% | +$1.14M | 4.88% | 6 |
|
|
2023
Q3 | $6M | Buy |
63,782
+20,421
| +47% | +$1.92M | 4.81% | 6 |
|
|
2023
Q2 | $4.25M | Buy |
43,361
+15,164
| +54% | +$1.49M | 3.51% | 9 |
|
|
2023
Q1 | $2.81M | Sell |
28,197
-1,447
| -5% | -$144K | 2.56% | 9 |
|
|
2022
Q4 | $2.88M | Buy |
+29,644
| New | +$2.88M | 2.91% | 9 |
|