AWM
Activest Wealth Management’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 | $61.2K | Buy |
617
+442
| +253% | +$43.8K | 0.01% | 186 |
|
|
2025
Q1 | $17.3K | Hold |
175
| – | – | ﹤0.01% | 311 |
|
|
2024
Q4 | $16.9K | Hold |
175
| – | – | ﹤0.01% | 267 |
|
|
2024
Q3 | $17.7K | Sell |
175
-102
| -37% | -$10.3K | 0.01% | 261 |
|
|
2024
Q2 | $26.9K | Buy |
277
+1
| +0.4% | +$97 | 0.01% | 220 |
|
|
2024
Q1 | $27.1K | Sell |
276
-5,828
| -95% | -$571K | 0.01% | 154 |
|
|
2023
Q4 | $606K | Buy |
6,104
+5,929
| +3,388% | +$588K | 0.33% | 27 |
|
|
2023
Q3 | $16.4K | Buy |
+175
| New | +$16.4K | 0.01% | 145 |
|
|
2023
Q2 | – | Sell |
-376
| Closed | -$37.4K | – | 292 |
|
|
2023
Q1 | $37.4K | Buy |
+376
| New | +$37.4K | 0.02% | 97 |
|
|
2022
Q3 | – | Sell |
-180
| Closed | -$18K | – | 436 |
|
|
2022
Q2 | $18K | Buy |
180
+1
| +0.6% | +$100 | 0.01% | 163 |
|
|
2022
Q1 | $19K | Sell |
179
-10,250
| -98% | -$1.09M | 0.01% | 163 |
|
|
2021
Q4 | $1.19M | Buy |
+10,429
| New | +$1.19M | 0.74% | 19 |
|