CWA
Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
2,676
-179
| -6% | -$17.8K | 0.18% | 93 |
|
|
2025
Q1 | $282K | Hold |
2,855
| – | – | 0.21% | 87 |
|
|
2024
Q4 | $277K | Hold |
2,855
| – | – | 0.21% | 83 |
|
|
2024
Q3 | $289K | Buy |
2,855
+377
| +15% | +$38.2K | 0.22% | 81 |
|
|
2024
Q2 | $241K | Sell |
2,478
-10,223
| -80% | -$992K | 0.21% | 87 |
|
|
2024
Q1 | $1.24M | Sell |
12,701
-11,613
| -48% | -$1.14M | 1.27% | 18 |
|
|
2023
Q4 | $2.41M | Buy |
+24,314
| New | +$2.41M | 2.81% | 4 |
|
|
2023
Q3 | – | Sell |
-23,582
| Closed | -$2.31M | – | 130 |
|
|
2023
Q2 | $2.31M | Buy |
+23,582
| New | +$2.31M | 2.35% | 6 |
|
|
2022
Q4 | – | Sell |
-86
| Closed | -$8K | – | 623 |
|
|
2022
Q3 | $8K | Sell |
86
-437
| -84% | -$40.7K | 0.01% | 353 |
|
|
2022
Q2 | $53K | Buy |
523
+3
| +0.6% | +$304 | 0.04% | 180 |
|
|
2022
Q1 | $56K | Sell |
520
-429
| -45% | -$46.2K | 0.04% | 187 |
|
|
2021
Q4 | $108K | Buy |
949
+5
| +0.5% | +$569 | 0.07% | 148 |
|
|
2021
Q3 | $108K | Buy |
944
+5
| +0.5% | +$572 | 0.07% | 149 |
|
|
2021
Q2 | $108K | Buy |
939
+4
| +0.4% | +$460 | 0.07% | 153 |
|
|
2021
Q1 | $107K | Buy |
935
+3
| +0.3% | +$343 | 0.07% | 149 |
|
|
2020
Q4 | $110K | Buy |
+932
| New | +$110K | 0.07% | 134 |
|