SHFA
SC&H Financial Advisors’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 | $2.22M | Buy |
22,357
+1,331
| +6% | +$132K | 0.38% | 36 |
|
|
2025
Q1 | $2.08M | Buy |
21,026
+3,119
| +17% | +$309K | 0.41% | 34 |
|
|
2024
Q4 | $1.74M | Sell |
17,907
-1,222
| -6% | -$118K | 0.36% | 37 |
|
|
2024
Q3 | $1.94M | Buy |
19,129
+87
| +0.5% | +$8.81K | 0.42% | 34 |
|
|
2024
Q2 | $1.85M | Buy |
19,042
+2,975
| +19% | +$289K | 0.45% | 34 |
|
|
2024
Q1 | $1.57M | Sell |
16,067
-1,239
| -7% | -$121K | 0.41% | 37 |
|
|
2023
Q4 | $1.72M | Buy |
17,306
+1,113
| +7% | +$110K | 0.5% | 35 |
|
|
2023
Q3 | $1.52M | Buy |
16,193
+936
| +6% | +$88K | 0.51% | 34 |
|
|
2023
Q2 | $1.49M | Buy |
15,257
+799
| +6% | +$78.3K | 0.49% | 34 |
|
|
2023
Q1 | $1.44M | Buy |
14,458
+1,938
| +15% | +$193K | 0.53% | 34 |
|
|
2022
Q4 | $1.21M | Sell |
12,520
-588
| -4% | -$57K | 0.5% | 41 |
|
|
2022
Q3 | $1.26M | Sell |
13,108
-3,070
| -19% | -$296K | 0.63% | 34 |
|
|
2022
Q2 | $1.65M | Buy |
16,178
+4,420
| +38% | +$449K | 0.77% | 26 |
|
|
2022
Q1 | $1.26M | Buy |
11,758
+5,067
| +76% | +$543K | 0.6% | 36 |
|
|
2021
Q4 | $763K | Buy |
+6,691
| New | +$763K | 0.42% | 55 |
|