BWA
BDO Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.16M | Sell |
11,869
-93
| -0.8% | -$9.11K | 0.13% | 122 |
|
|
2023
Q1 | $1.19M | Buy |
11,962
+10
| +0.1% | +$996 | 0.15% | 115 |
|
|
2022
Q4 | $1.16M | Sell |
11,952
-2,195
| -16% | -$213K | 0.14% | 119 |
|
|
2022
Q3 | $1.36M | Sell |
14,147
-2,553
| -15% | -$246K | 0.18% | 107 |
|
|
2022
Q2 | $1.7M | Sell |
16,700
-39
| -0.2% | -$3.97K | 0.21% | 93 |
|
|
2022
Q1 | $1.79M | Sell |
16,739
-519
| -3% | -$55.6K | 0.19% | 95 |
|
|
2021
Q4 | $1.97M | Sell |
17,258
-1,238
| -7% | -$141K | 0.21% | 85 |
|
|
2021
Q3 | $2.12M | Buy |
18,496
+9
| +0% | +$1.03K | 0.23% | 76 |
|
|
2021
Q2 | $2.13M | Buy |
18,487
+117
| +0.6% | +$13.5K | 0.24% | 76 |
|
|
2021
Q1 | $2.09M | Sell |
18,370
-2,344
| -11% | -$267K | 0.25% | 77 |
|
|
2020
Q4 | $2.45M | Sell |
20,714
-336
| -2% | -$39.7K | 0.34% | 53 |
|
|
2020
Q3 | $2.49M | Buy |
21,050
+1,469
| +8% | +$173K | 0.4% | 47 |
|
|
2020
Q2 | $2.32M | Buy |
19,581
+246
| +1% | +$29.1K | 0.41% | 48 |
|
|
2020
Q1 | $2.23M | Sell |
19,335
-7,173
| -27% | -$828K | 0.45% | 45 |
|
|
2019
Q4 | $2.98M | Sell |
26,508
-14,945
| -36% | -$1.68M | 0.77% | 28 |
|
|
2019
Q3 | $4.69M | Sell |
41,453
-508
| -1% | -$57.5K | 1.2% | 19 |
|
|
2019
Q2 | $4.67M | Sell |
41,961
-40
| -0.1% | -$4.45K | 1.27% | 17 |
|
|
2019
Q1 | $4.58M | Sell |
42,001
-440
| -1% | -$48K | 1.33% | 17 |
|
|
2018
Q4 | $4.52M | Sell |
42,441
-4,188
| -9% | -$446K | 1.56% | 16 |
|
|
2018
Q3 | $4.92M | Sell |
46,629
-3,402
| -7% | -$359K | 1.59% | 18 |
|
|
2018
Q2 | $5.32M | Sell |
50,031
-2,615
| -5% | -$278K | 1.81% | 13 |
|
|
2018
Q1 | $5.65M | Sell |
52,646
-4,830
| -8% | -$518K | 2.12% | 11 |
|
|
2017
Q4 | $6.28M | Buy |
57,476
+6,992
| +14% | +$764K | 2.82% | 9 |
|
|
2017
Q3 | $5.53M | Sell |
50,484
-1,479
| -3% | -$162K | 2.74% | 9 |
|
|
2017
Q2 | $5.69M | Buy |
+51,963
| New | +$5.69M | 2.48% | 10 |
|