CWM
Congress 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 | $17.1M | Buy |
172,567
+78,480
| +83% | +$7.79M | 0.17% | 151 |
|
|
2025
Q1 | $9.31M | Sell |
94,087
-12,831
| -12% | -$1.27M | 0.11% | 219 |
|
|
2024
Q4 | $10.4M | Buy |
106,918
+1,052
| +1% | +$102K | 0.14% | 196 |
|
|
2024
Q3 | $10.7M | Sell |
105,866
-14,535
| -12% | -$1.47M | 0.14% | 201 |
|
|
2024
Q2 | $11.7M | Buy |
120,401
+6,864
| +6% | +$666K | 0.19% | 155 |
|
|
2024
Q1 | $11.1M | Buy |
113,537
+2,688
| +2% | +$263K | 0.19% | 157 |
|
|
2023
Q4 | $11M | Buy |
110,849
+3,160
| +3% | +$314K | 0.2% | 143 |
|
|
2023
Q3 | $10.1M | Buy |
107,689
+99,903
| +1,283% | +$9.4M | 0.21% | 143 |
|
|
2023
Q2 | $763K | Sell |
7,786
-380
| -5% | -$37.2K | 0.02% | 368 |
|
|
2023
Q1 | $814K | Sell |
8,166
-320
| -4% | -$31.9K | 0.02% | 366 |
|
|
2022
Q4 | $823K | Buy |
8,486
+646
| +8% | +$62.7K | 0.02% | 354 |
|
|
2022
Q3 | $756K | Sell |
7,840
-449
| -5% | -$43.3K | 0.02% | 360 |
|
|
2022
Q2 | $844K | Sell |
8,289
-1,206
| -13% | -$123K | 0.02% | 352 |
|
|
2022
Q1 | $1.02M | Sell |
9,495
-1,452
| -13% | -$156K | 0.02% | 350 |
|
|
2021
Q4 | $1.25M | Buy |
+10,947
| New | +$1.25M | 0.02% | 347 |
|