HIP
HUB Investment Partners’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 | $426K | Sell |
4,294
-1,641
| -28% | -$163K | 0.01% | 383 |
|
|
2025
Q1 | $587K | Sell |
5,935
-337
| -5% | -$33.3K | 0.02% | 294 |
|
|
2024
Q4 | $608K | Buy |
6,272
+1,215
| +24% | +$118K | 0.03% | 288 |
|
|
2024
Q3 | $512K | Sell |
5,057
-276
| -5% | -$28K | 0.02% | 290 |
|
|
2024
Q2 | $518K | Sell |
5,333
-2,313
| -30% | -$225K | 0.02% | 267 |
|
|
2024
Q1 | $749K | Buy |
7,646
+757
| +11% | +$74.1K | 0.04% | 211 |
|
|
2023
Q4 | $684K | Buy |
6,889
+2,113
| +44% | +$210K | 0.05% | 195 |
|
|
2023
Q3 | $449K | Sell |
4,776
-14
| -0.3% | -$1.32K | 0.07% | 143 |
|
|
2023
Q2 | $469K | Sell |
4,790
-1,500
| -24% | -$147K | 0.08% | 136 |
|
|
2023
Q1 | $627K | Buy |
6,290
+900
| +17% | +$89.7K | 0.13% | 111 |
|
|
2022
Q4 | $523K | Sell |
5,390
-45
| -0.8% | -$4.36K | 0.11% | 68 |
|
|
2022
Q3 | $524K | Sell |
5,435
-396
| -7% | -$38.2K | 0.16% | 100 |
|
|
2022
Q2 | $593K | Sell |
5,831
-1,703
| -23% | -$173K | 0.19% | 99 |
|
|
2022
Q1 | $807K | Sell |
7,534
-506
| -6% | -$54.2K | 0.19% | 93 |
|
|
2021
Q4 | $917K | Sell |
8,040
-1,789
| -18% | -$204K | 0.21% | 92 |
|
|
2021
Q3 | $1.13M | Buy |
9,829
+2,233
| +29% | +$256K | 0.27% | 78 |
|
|
2021
Q2 | $876K | Sell |
7,596
-11,468
| -60% | -$1.32M | 0.23% | 93 |
|
|
2021
Q1 | $2.17M | Buy |
+19,064
| New | +$2.17M | 0.64% | 41 |
|