SRH Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

SRH Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.8K	Hold	250	–	–	0.01%	158
2025 Q1	$24.7K	Hold	250	–	–	0.01%	155
2024 Q4	$24.2K	Sell	250 -58	-19%	-$5.62K	0.01%	164
2024 Q3	$31.2K	Hold	308	–	–	0.01%	144
2024 Q2	$29.9K	Hold	308	–	–	0.01%	149
2024 Q1	$30.2K	Hold	308	–	–	0.01%	149
2023 Q4	$30.6K	Hold	308	–	–	0.01%	145
2023 Q3	$29K	Hold	308	–	–	0.01%	143
2023 Q2	$30.7K	Hold	308	–	–	0.02%	138
2023 Q1	$31K	Hold	308	–	–	0.02%	138
2022 Q4	$30K	Hold	308	–	–	0.02%	139
2022 Q3	$30K	Hold	308	–	–	0.04%	142
2022 Q2	$31K	Hold	308	–	–	0.04%	139
2022 Q1	$33K	Hold	308	–	–	0.04%	149
2021 Q4	$35K	Hold	308	–	–	0.04%	144
2021 Q3	$35K	Hold	308	–	–	0.04%	143
2021 Q2	$36K	Hold	308	–	–	0.04%	144
2021 Q1	$35K	Hold	308	–	–	0.05%	133
2020 Q4	$36K	Hold	308	–	–	0.06%	131
2020 Q3	$36K	Buy	308 +58	+23%	+$6.78K	0.07%	114
2020 Q2	$30K	Hold	250	–	–	0.07%	105
2020 Q1	$29K	Hold	250	–	–	0.08%	95
2019 Q4	$28K	Hold	250	–	–	0.09%	105
2019 Q3	$28K	Hold	250	–	–	0.09%	103
2019 Q2	$28K	Hold	250	–	–	0.1%	104
2019 Q1	$27K	Hold	250	–	–	0.1%	103
2018 Q4	$27K	Hold	250	–	–	0.1%	102
2018 Q3	$26K	Hold	250	–	–	0.09%	120
2018 Q2	$27K	Sell	250 -685	-73%	-$74K	0.1%	112
2018 Q1	$100K	Buy	935 +685	+274%	+$73.3K	0.4%	54
2017 Q4	$27K	Hold	250	–	–	0.11%	97
2017 Q3	$27K	Hold	250	–	–	0.11%	94
2017 Q2	$27K	Hold	250	–	–	0.13%	78
2017 Q1	$27K	Hold	250	–	–	0.13%	79
2016 Q4	$27K	Hold	250	–	–	0.13%	78
2016 Q3	$28K	Hold	250	–	–	0.15%	74
2016 Q2	$28K	Hold	250	–	–	0.15%	73
2016 Q1	$28K	Hold	250	–	–	0.15%	73
2015 Q4	$27K	Hold	250	–	–	0.16%	72
2015 Q3	$27K	Hold	250	–	–	0.16%	70
2015 Q2	$27K	Hold	250	–	–	0.17%	71
2015 Q1	$28K	Hold	250	–	–	0.19%	62
2014 Q4	$28K	Hold	250	–	–	0.19%	63
2014 Q3	$27K	Hold	250	–	–	0.21%	59
2014 Q2	$27K	Hold	250	–	–	0.21%	60
2014 Q1	$27K	Hold	250	–	–	0.22%	60
2013 Q4	$27K	Buy	+250	New	+$27K	0.27%	59