BSWA
Bromfield Sneider 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.55M | Buy |
56,718
+3,866
| +7% | +$379K | 3.43% | 9 |
|
|
2023
Q4 | $5.25M | Sell |
52,852
-1,255
| -2% | -$125K | 3.55% | 9 |
|
|
2023
Q3 | $5.09M | Buy |
54,107
+14,905
| +38% | +$1.4M | 3.83% | 8 |
|
|
2023
Q2 | $3.84M | Buy |
39,202
+5,064
| +15% | +$496K | 3.05% | 9 |
|
|
2023
Q1 | $3.4M | Buy |
34,138
+93
| +0.3% | +$9.27K | 2.86% | 9 |
|
|
2022
Q4 | $3.3M | Buy |
34,045
+2,697
| +9% | +$262K | 3.06% | 9 |
|
|
2022
Q3 | $3.02M | Buy |
31,348
+20,123
| +179% | +$1.94M | 3.57% | 7 |
|
|
2022
Q2 | $1.14M | Buy |
11,225
+10,343
| +1,173% | +$1.05M | 1.39% | 8 |
|
|
2022
Q1 | $94K | Buy |
+882
| New | +$94K | 0.1% | 47 |
|