HNWA
Henrickson Nauta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,986
| Closed | -$290K | – | 83 |
|
|
2024
Q2 | $290K | Sell |
2,986
-342
| -10% | -$33.2K | 0.12% | 61 |
|
|
2024
Q1 | $319K | Sell |
3,328
-10,244
| -75% | -$981K | 0.14% | 52 |
|
|
2023
Q4 | $1.35M | Buy |
+13,572
| New | +$1.35M | 0.66% | 18 |
|
|
2022
Q1 | – | Sell |
-113
| Closed | -$13K | – | 53 |
|
|
2021
Q4 | $13K | Buy |
+113
| New | +$13K | 0.01% | 141 |
|