LWMT
Legacy Wealth Management (Tennessee)’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 | $3.93M | Buy |
39,614
+3,160
| +9% | +$313K | 0.24% | 17 |
|
|
2025
Q1 | $3.61M | Buy |
36,454
+1,635
| +5% | +$162K | 0.24% | 17 |
|
|
2024
Q4 | $3.37M | Sell |
34,819
-3,694
| -10% | -$358K | 0.22% | 17 |
|
|
2024
Q3 | $3.9M | Sell |
38,513
-1,870
| -5% | -$189K | 0.25% | 17 |
|
|
2024
Q2 | $3.92M | Buy |
40,383
+2,645
| +7% | +$257K | 0.28% | 16 |
|
|
2024
Q1 | $3.7M | Hold |
37,738
| – | – | 0.27% | 16 |
|
|
2023
Q4 | $3.75M | Buy |
+37,738
| New | +$3.75M | 0.3% | 15 |
|
|
2017
Q1 | – | Sell |
-817
| Closed | -$88.3K | – | 14 |
|
|
2016
Q4 | $88.3K | Buy |
+817
| New | +$88.3K | 0.02% | 19 |
|