FW
Fairway Wealth’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 | $2.56M | Buy |
25,849
+194
| +0.8% | +$19.2K | 0.82% | 22 |
|
2025
Q1 | $2.54M | Buy |
25,655
+1,644
| +7% | +$163K | 0.94% | 21 |
|
2024
Q4 | $2.33M | Buy |
24,011
+295
| +1% | +$28.6K | 1.05% | 19 |
|
2024
Q3 | $2.4M | Buy |
23,716
+3,005
| +15% | +$304K | 1.22% | 19 |
|
2024
Q2 | $2.01M | Buy |
20,711
+699
| +3% | +$67.9K | 1.18% | 19 |
|
2024
Q1 | $1.96M | Buy |
20,012
+111
| +0.6% | +$10.9K | 1.33% | 20 |
|
2023
Q4 | $1.98M | Buy |
+19,901
| New | +$1.98M | 1.51% | 18 |
|