CWM
C2C 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 | $2.32M | Buy |
23,345
+3
| +0% | +$298 | 2.1% | 12 |
|
|
2025
Q1 | $2.31M | Sell |
23,342
-232
| -1% | -$22.9K | 2.17% | 12 |
|
|
2024
Q4 | $2.28M | Sell |
23,574
-140
| -0.6% | -$13.6K | 2.12% | 12 |
|
|
2024
Q3 | $2.33M | Sell |
23,714
-140
| -0.6% | -$13.8K | 2.17% | 12 |
|
|
2024
Q2 | $2.32M | Hold |
23,854
| – | – | 2.26% | 12 |
|
|
2024
Q1 | $2.34M | Hold |
23,854
| – | – | 2.32% | 12 |
|
|
2023
Q4 | $2.37M | Sell |
23,854
-494
| -2% | -$49.1K | 2.01% | 13 |
|
|
2023
Q3 | $2.27M | Hold |
24,348
| – | – | 0.32% | 33 |
|
|
2023
Q2 | $2.39M | Sell |
24,348
-38
| -0.2% | -$3.73K | 0.32% | 33 |
|
|
2023
Q1 | $2.44M | Hold |
24,386
| – | – | 0.39% | 27 |
|
|
2022
Q4 | $2.45M | Sell |
24,386
-392
| -2% | -$39.4K | 0.42% | 23 |
|
|
2022
Q3 | $2.41M | Sell |
24,778
-2,168
| -8% | -$211K | 0.47% | 22 |
|
|
2022
Q2 | $2.74M | Sell |
26,946
-1,270
| -5% | -$129K | 0.5% | 20 |
|
|
2022
Q1 | $2.92M | Sell |
28,216
-2,930
| -9% | -$303K | 0.5% | 24 |
|
|
2021
Q4 | $3.55M | Buy |
+31,146
| New | +$3.55M | 0.51% | 19 |
|