BWM
BCS 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 | $8.76M | Buy |
88,260
+15,268
| +21% | +$1.51M | 1.88% | 11 |
|
|
2025
Q1 | $7.22M | Buy |
72,992
+14,033
| +24% | +$1.39M | 1.86% | 12 |
|
|
2024
Q4 | $5.71M | Buy |
+58,959
| New | +$5.71M | 1.42% | 15 |
|
|
2024
Q2 | – | Sell |
-34,912
| Closed | -$3.42M | – | 156 |
|
|
2024
Q1 | $3.42M | Buy |
34,912
+10,131
| +41% | +$992K | 1.1% | 21 |
|
|
2023
Q4 | $2.46M | Buy |
24,781
+19,033
| +331% | +$1.89M | 0.91% | 25 |
|
|
2023
Q3 | $541K | Buy |
+5,748
| New | +$541K | 0.23% | 98 |
|