DSA
Droms Strauss 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 | $469K | Buy |
4,731
+1,723
| +57% | +$171K | 0.14% | 51 |
|
|
2025
Q1 | $298K | Sell |
3,008
-36
| -1% | -$3.56K | 0.1% | 54 |
|
|
2024
Q4 | $295K | Buy |
3,044
+18
| +0.6% | +$1.74K | 0.1% | 55 |
|
|
2024
Q3 | $306K | Sell |
3,026
-36
| -1% | -$3.65K | 0.11% | 54 |
|
|
2024
Q2 | $297K | Buy |
3,062
+79
| +3% | +$7.66K | 0.11% | 55 |
|
|
2024
Q1 | $292K | Buy |
2,983
+188
| +7% | +$18.4K | 0.11% | 55 |
|
|
2023
Q4 | $277K | Sell |
2,795
-64
| -2% | -$6.34K | 0.11% | 58 |
|
|
2023
Q3 | $269K | Buy |
2,859
+145
| +5% | +$13.6K | 0.12% | 57 |
|
|
2023
Q2 | $264K | Sell |
2,714
-647
| -19% | -$62.9K | 0.11% | 56 |
|
|
2023
Q1 | $335K | Sell |
3,361
-109
| -3% | -$10.9K | 0.15% | 50 |
|
|
2022
Q4 | $337K | Sell |
3,470
-599
| -15% | -$58.2K | 0.15% | 49 |
|
|
2022
Q3 | $391K | Sell |
4,069
-1,359
| -25% | -$131K | 0.19% | 45 |
|
|
2022
Q2 | $552K | Buy |
5,428
+71
| +1% | +$7.22K | 0.28% | 38 |
|
|
2022
Q1 | $575K | Buy |
5,357
+123
| +2% | +$13.2K | 0.29% | 25 |
|
|
2021
Q4 | $594K | Buy |
5,234
+15
| +0.3% | +$1.7K | 0.26% | 30 |
|
|
2021
Q3 | $599K | Buy |
5,219
+477
| +10% | +$54.7K | 0.29% | 29 |
|
|
2021
Q2 | $545K | Buy |
4,742
+355
| +8% | +$40.8K | 0.26% | 31 |
|
|
2021
Q1 | $498K | Sell |
4,387
-155
| -3% | -$17.6K | 0.24% | 33 |
|
|
2020
Q4 | $536K | Sell |
4,542
-304
| -6% | -$35.9K | 0.31% | 24 |
|
|
2020
Q3 | $571K | Buy |
4,846
+2,057
| +74% | +$242K | 0.34% | 28 |
|
|
2020
Q2 | $330K | Buy |
+2,789
| New | +$330K | 0.23% | 29 |
|
|
2020
Q1 | – | Sell |
-3,561
| Closed | -$401K | – | 41 |
|
|
2019
Q4 | $401K | Buy |
+3,561
| New | +$401K | 0.3% | 32 |
|