AWM
Arista 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 | $3.84M | Buy |
38,680
+1,325
| +4% | +$131K | 0.53% | 26 |
|
|
2025
Q1 | $3.7M | Hold |
37,355
| – | – | 0.9% | 14 |
|
|
2024
Q4 | $3.62M | Hold |
37,355
| – | – | 0.87% | 16 |
|
|
2024
Q3 | $3.78M | Hold |
37,355
| – | – | 0.91% | 14 |
|
|
2024
Q2 | $3.63M | Buy |
+37,355
| New | +$3.63M | 0.95% | 14 |
|
|
2023
Q1 | – | Sell |
-3,993
| Closed | -$387K | – | 63 |
|
|
2022
Q4 | $387K | Buy |
+3,993
| New | +$387K | 0.24% | 40 |
|