AEPWM
Atlantic Edge Private 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 | $81.3K | Sell |
820
-99
| -11% | -$9.82K | 0.02% | 173 |
|
|
2025
Q1 | $90.9K | Sell |
919
-430
| -32% | -$42.6K | 0.03% | 167 |
|
|
2024
Q4 | $131K | Buy |
1,349
+50
| +4% | +$4.85K | 0.04% | 148 |
|
|
2024
Q3 | $132K | Sell |
1,299
-484
| -27% | -$49K | 0.04% | 150 |
|
|
2024
Q2 | $173K | Sell |
1,783
-998
| -36% | -$96.9K | 0.06% | 132 |
|
|
2024
Q1 | $272K | Sell |
2,781
-1,448
| -34% | -$142K | 0.09% | 109 |
|
|
2023
Q4 | $420K | Buy |
+4,229
| New | +$420K | 0.17% | 93 |
|