EWA
Etesian Wealth 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 | $293K | Sell |
2,955
-2,086
| -41% | -$207K | 0.11% | 117 |
|
|
2025
Q1 | $499K | Sell |
5,041
-229
| -4% | -$22.7K | 0.21% | 94 |
|
|
2024
Q4 | $511K | Hold |
5,270
| – | – | 0.23% | 99 |
|
|
2024
Q3 | $534K | Buy |
+5,270
| New | +$534K | 0.24% | 99 |
|
|
2023
Q2 | – | Sell |
-5,096
| Closed | -$508K | – | 108 |
|
|
2023
Q1 | $508K | Sell |
5,096
-37
| -0.7% | -$3.69K | 0.34% | 85 |
|
|
2022
Q4 | $498K | Buy |
+5,133
| New | +$498K | 0.36% | 85 |
|