FWM
Foguth Wealth Management’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 | $19.1M | Sell |
192,114
-48,846
| -20% | -$4.85M | 4.08% | 6 |
|
|
2025
Q1 | $23.8M | Buy |
240,960
+138,971
| +136% | +$13.7M | 5.78% | 5 |
|
|
2024
Q4 | $9.89M | Buy |
101,989
+25,525
| +33% | +$2.48M | 2.59% | 9 |
|
|
2024
Q3 | $7.63M | Buy |
76,464
+32,854
| +75% | +$3.28M | 2.77% | 9 |
|
|
2024
Q2 | $4.23M | Buy |
43,610
+13,218
| +43% | +$1.28M | 1.87% | 19 |
|
|
2024
Q1 | $2.98M | Buy |
+30,392
| New | +$2.98M | 1.6% | 23 |
|