GFWA
Grey Fox 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 | $28.1M | Sell |
282,786
-6,200
| -2% | -$615K | 6.69% | 4 |
|
|
2025
Q1 | $28.6M | Sell |
288,986
-15,662
| -5% | -$1.55M | 7.63% | 4 |
|
|
2024
Q4 | $29.5M | Buy |
304,648
+27,213
| +10% | +$2.64M | 8.09% | 3 |
|
|
2024
Q3 | $28.1M | Buy |
277,435
+110,930
| +67% | +$11.2M | 7.83% | 3 |
|
|
2024
Q2 | $16.2M | Buy |
166,505
+7,400
| +5% | +$718K | 5.68% | 4 |
|
|
2024
Q1 | $15.6M | Buy |
159,105
+26,121
| +20% | +$2.56M | 5.86% | 4 |
|
|
2023
Q4 | $13.2M | Buy |
132,984
+5,535
| +4% | +$549K | 5.74% | 4 |
|
|
2023
Q3 | $12M | Buy |
127,449
+3,153
| +3% | +$297K | 6.01% | 4 |
|
|
2023
Q2 | $12.2M | Buy |
124,296
+5,841
| +5% | +$572K | 6.27% | 3 |
|
|
2023
Q1 | $11.8M | Buy |
118,455
+7,956
| +7% | +$793K | 6.97% | 3 |
|
|
2022
Q4 | $10.7M | Buy |
+110,499
| New | +$10.7M | 7.07% | 2 |
|