DWS
Discipline Wealth Solutions’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 | $1.82M | Buy |
18,389
+7,133
| +63% | +$708K | 0.7% | 25 |
|
|
2025
Q1 | $1.11M | Sell |
11,256
-490
| -4% | -$48.5K | 0.53% | 26 |
|
|
2024
Q4 | $1.14M | Sell |
11,746
-5,107
| -30% | -$495K | 0.53% | 29 |
|
|
2024
Q3 | $1.71M | Buy |
16,853
+11,188
| +197% | +$1.13M | 0.9% | 19 |
|
|
2024
Q2 | $550K | Buy |
+5,665
| New | +$550K | 0.43% | 17 |
|