CWP
Cyndeo Wealth Partners’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 | $2.33M | Sell |
23,449
-787
| -3% | -$78.1K | 0.14% | 153 |
|
|
2025
Q1 | $2.4M | Buy |
24,236
+2,980
| +14% | +$295K | 0.16% | 146 |
|
|
2024
Q4 | $2.06M | Sell |
21,256
-1,832
| -8% | -$178K | 0.14% | 157 |
|
|
2024
Q3 | $2.34M | Sell |
23,088
-310,488
| -93% | -$31.4M | 0.16% | 151 |
|
|
2024
Q2 | $32.4M | Buy |
333,576
+5,802
| +2% | +$563K | 2.54% | 3 |
|
|
2024
Q1 | $32.1M | Buy |
327,774
+1,619
| +0.5% | +$159K | 2.67% | 2 |
|
|
2023
Q4 | $32.4M | Sell |
326,155
-12,840
| -4% | -$1.27M | 3% | 2 |
|
|
2023
Q3 | $31.9M | Sell |
338,995
-1,295
| -0.4% | -$122K | 3.32% | 2 |
|
|
2023
Q2 | $33.3M | Sell |
340,290
-135,640
| -28% | -$13.3M | 3.48% | 2 |
|
|
2023
Q1 | $47.4M | Buy |
475,930
+302,896
| +175% | +$30.2M | 5.11% | 1 |
|
|
2022
Q4 | $16.8M | Buy |
+173,034
| New | +$16.8M | 1.97% | 4 |
|