BWP
Balboa Wealth Partners’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 | $1.77M | Buy |
17,882
+4,451
| +33% | +$442K | 0.36% | 56 |
|
|
2025
Q1 | $1.33M | Buy |
13,431
+55
| +0.4% | +$5.44K | 0.32% | 59 |
|
|
2024
Q4 | $1.3M | Buy |
13,376
+1,108
| +9% | +$107K | 0.3% | 60 |
|
|
2024
Q3 | $1.24M | Sell |
12,268
-1,254
| -9% | -$127K | 0.31% | 63 |
|
|
2024
Q2 | $1.31M | Buy |
13,522
+10,788
| +395% | +$1.05M | 0.35% | 53 |
|
|
2024
Q1 | $268K | Sell |
2,734
-330
| -11% | -$32.3K | 0.08% | 176 |
|
|
2023
Q4 | $304K | Buy |
+3,064
| New | +$304K | 0.1% | 156 |
|