BWM
BNC 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 | $275K | Buy |
2,769
+92
| +3% | +$9.13K | 0.08% | 76 |
|
|
2025
Q1 | $265K | Hold |
2,677
| – | – | 0.1% | 80 |
|
|
2024
Q4 | $259K | Buy |
2,677
+127
| +5% | +$12.3K | 0.09% | 79 |
|
|
2024
Q3 | $258K | Buy |
2,550
+355
| +16% | +$36K | 0.1% | 80 |
|
|
2024
Q2 | $213K | Buy |
+2,195
| New | +$213K | 0.08% | 94 |
|
|
2020
Q4 | – | Sell |
-134
| Closed | -$16K | – | 104 |
|
|
2020
Q3 | $16K | Buy |
+134
| New | +$16K | 0.01% | 249 |
|