DW30
Drucker Wealth 3.0’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 | $474K | Buy |
4,813
+139
| +3% | +$13.7K | 0.09% | 152 |
|
|
2025
Q1 | $462K | Sell |
4,674
-4,025
| -46% | -$398K | 0.1% | 118 |
|
|
2024
Q4 | $843K | Buy |
8,699
+2,975
| +52% | +$288K | 0.19% | 87 |
|
|
2024
Q3 | $580K | Buy |
5,724
+340
| +6% | +$34.4K | 0.14% | 105 |
|
|
2024
Q2 | $523K | Buy |
+5,384
| New | +$523K | 0.14% | 106 |
|