BWS
Buck Wealth Strategies’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 | $43.1M | Buy |
434,865
+23,922
| +6% | +$2.37M | 6.57% | 2 |
|
|
2025
Q1 | $40.7M | Buy |
410,943
+233,274
| +131% | +$23.1M | 7.39% | 2 |
|
|
2024
Q4 | $17.2M | Buy |
177,669
+67,126
| +61% | +$6.5M | 3.58% | 3 |
|
|
2024
Q3 | $11.2M | Sell |
110,543
-7,683
| -6% | -$778K | 3.52% | 2 |
|
|
2024
Q2 | $11.5M | Buy |
118,226
+109,381
| +1,237% | +$10.6M | 3.39% | 3 |
|
|
2024
Q1 | $866K | Sell |
8,845
-80,947
| -90% | -$7.93M | 0.3% | 48 |
|
|
2023
Q4 | $8.91M | Buy |
89,792
+19,073
| +27% | +$1.89M | 3.3% | 4 |
|
|
2023
Q3 | $6.65M | Buy |
+70,719
| New | +$6.65M | 2.67% | 5 |
|
|
2022
Q3 | $6.26M | Buy |
+66,618
| New | +$6.26M | 2.93% | 5 |
|