LGWM
Litman Gregory Wealth Management’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 | $1.49M | Sell |
14,994
-244
| -2% | -$24.2K | 0.12% | 63 |
|
|
2025
Q1 | $1.51M | Sell |
15,238
-2,713
| -15% | -$268K | 0.13% | 61 |
|
|
2024
Q4 | $1.74M | Sell |
17,951
-11,693
| -39% | -$1.13M | 0.15% | 56 |
|
|
2024
Q3 | $3M | Sell |
29,644
-13,228
| -31% | -$1.34M | 0.25% | 48 |
|
|
2024
Q2 | $4.16M | Buy |
42,872
+2,605
| +6% | +$253K | 0.37% | 44 |
|
|
2024
Q1 | $3.94M | Sell |
40,267
-145
| -0.4% | -$14.2K | 0.36% | 45 |
|
|
2023
Q4 | $4.01M | Sell |
40,412
-21,254
| -34% | -$2.11M | 0.38% | 46 |
|
|
2023
Q3 | $5.8M | Buy |
61,666
+678
| +1% | +$63.8K | 0.6% | 36 |
|
|
2023
Q2 | $5.97M | Buy |
+60,988
| New | +$5.97M | 0.75% | 21 |
|
|
2023
Q1 | – | Sell |
-54,764
| Closed | -$5.31M | – | 41 |
|
|
2022
Q4 | $5.31M | Buy |
54,764
+8,936
| +19% | +$867K | 0.74% | 23 |
|
|
2022
Q3 | $4.42M | Sell |
45,828
-36,092
| -44% | -$3.48M | 0.71% | 23 |
|
|
2022
Q2 | $8.33M | Sell |
81,920
-5,065
| -6% | -$515K | 1.23% | 17 |
|
|
2022
Q1 | $9.32M | Sell |
86,985
-9,800
| -10% | -$1.05M | 1.36% | 15 |
|
|
2021
Q4 | $11M | Sell |
96,785
-6,379
| -6% | -$728K | 1.88% | 11 |
|
|
2021
Q3 | $11.8M | Buy |
103,164
+91,264
| +767% | +$10.5M | 2.23% | 9 |
|
|
2021
Q2 | $11.9K | Sell |
11,900
-87,058
| -88% | -$87.1K | 2.22% | 9 |
|
|
2021
Q1 | $11.3M | Sell |
98,958
-59,370
| -37% | -$6.76M | 2.21% | 9 |
|
|
2020
Q4 | $18.7M | Buy |
158,328
+6,798
| +4% | +$803K | 3.44% | 7 |
|
|
2020
Q3 | $17.9M | Buy |
151,530
+7,358
| +5% | +$869K | 3.7% | 7 |
|
|
2020
Q2 | $17M | Buy |
144,172
+3,667
| +3% | +$433K | 3.76% | 7 |
|
|
2020
Q1 | $16.2M | Sell |
140,505
-11,650
| -8% | -$1.34M | 4.08% | 8 |
|
|
2019
Q4 | $17.1M | Buy |
152,155
+15,315
| +11% | +$1.72M | 3.81% | 8 |
|
|
2019
Q3 | $15.5M | Buy |
136,840
+386
| +0.3% | +$43.7K | 3.79% | 8 |
|
|
2019
Q2 | $15.2M | Buy |
136,454
+5,409
| +4% | +$602K | 4.01% | 8 |
|
|
2019
Q1 | $14.3M | Buy |
131,045
+598
| +0.5% | +$65.2K | 3.89% | 8 |
|
|
2018
Q4 | $13.9M | Buy |
130,447
+70,957
| +119% | +$7.56M | 4.27% | 8 |
|
|
2018
Q3 | $6.28M | Buy |
59,490
+58,867
| +9,449% | +$6.21M | 2.12% | 8 |
|
|
2018
Q2 | $66K | Sell |
623
-628
| -50% | -$66.5K | 0.03% | 50 |
|
|
2018
Q1 | $134K | Buy |
1,251
+181
| +17% | +$19.4K | 0.05% | 40 |
|
|
2017
Q4 | $117 | Buy |
1,070
+779
| +268% | +$85 | 0.04% | 37 |
|
|
2017
Q3 | $32K | Buy |
+291
| New | +$32K | 0.02% | 60 |
|
|
2017
Q1 | – | Sell |
-27,931
| Closed | -$3.02M | – | 45 |
|
|
2016
Q4 | $3.02M | Buy |
+27,931
| New | +$3.02M | 2.03% | 11 |
|