FWA
FSM 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 | $277K | Buy |
2,824
+388
| +16% | +$38.1K | 0.05% | 227 |
|
|
2025
Q1 | $241K | Sell |
2,436
-372
| -13% | -$36.8K | 0.05% | 183 |
|
|
2024
Q4 | $272K | Sell |
2,808
-108
| -4% | -$10.5K | 0.07% | 145 |
|
|
2024
Q3 | $295K | Hold |
2,916
| – | – | 0.08% | 133 |
|
|
2024
Q2 | $283K | Sell |
2,916
-273
| -9% | -$26.5K | 0.09% | 118 |
|
|
2024
Q1 | $312K | Sell |
3,189
-1,680
| -35% | -$165K | 0.11% | 117 |
|
|
2023
Q4 | $483K | Sell |
4,869
-280
| -5% | -$27.8K | 0.21% | 85 |
|
|
2023
Q3 | $484K | Sell |
5,149
-207
| -4% | -$19.5K | 0.24% | 79 |
|
|
2023
Q2 | $520K | Sell |
5,356
-530
| -9% | -$51.4K | 0.26% | 80 |
|
|
2023
Q1 | $586K | Buy |
5,886
+79
| +1% | +$7.87K | 0.34% | 66 |
|
|
2022
Q4 | $563K | Sell |
5,807
-131
| -2% | -$12.7K | 0.4% | 63 |
|
|
2022
Q3 | $572K | Buy |
5,938
+35
| +0.6% | +$3.37K | 0.48% | 54 |
|
|
2022
Q2 | $609K | Buy |
+5,903
| New | +$609K | 0.6% | 46 |
|