LWA
Lineweaver 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 | $27.6M | Buy |
278,026
+19,446
| +8% | +$1.93M | 4.36% | 6 |
|
|
2025
Q1 | $25.6M | Buy |
258,580
+21,974
| +9% | +$2.17M | 4.36% | 5 |
|
|
2024
Q4 | $22.9M | Sell |
236,606
-121,537
| -34% | -$11.8M | 4.24% | 5 |
|
|
2024
Q3 | $36.3M | Buy |
358,143
+96,835
| +37% | +$9.81M | 6.91% | 3 |
|
|
2024
Q2 | $25.4M | Buy |
261,308
+190,914
| +271% | +$18.5M | 5.26% | 3 |
|
|
2024
Q1 | $6.9M | Buy |
70,394
+2,399
| +4% | +$235K | 1.64% | 14 |
|
|
2023
Q4 | $6.75M | Buy |
+67,995
| New | +$6.75M | 1.75% | 14 |
|