BOPW
Brandywine Oak Private Wealth’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 | $230K | Sell |
2,322
-1,390
| -37% | -$138K | 0.02% | 217 |
|
|
2025
Q1 | $367K | Buy |
3,712
+1,390
| +60% | +$137K | 0.04% | 171 |
|
|
2024
Q4 | $225K | Buy |
+2,322
| New | +$225K | 0.02% | 214 |
|
|
2024
Q1 | – | Sell |
-2,019
| Closed | -$200K | – | 236 |
|
|
2023
Q4 | $200K | Buy |
+2,019
| New | +$200K | 0.02% | 226 |
|
|
2021
Q4 | – | Sell |
-2,681
| Closed | -$307K | – | 347 |
|
|
2021
Q3 | $307K | Buy |
2,681
+336
| +14% | +$38.5K | 0.04% | 246 |
|
|
2021
Q2 | $270K | Buy |
+2,345
| New | +$270K | 0.03% | 260 |
|