LWMG LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $23.3M | Buy |
229,644
+129,540
| +129% | +$13.1M | 4.42% | 9 |
|
|
2024
Q2 | $9.72M | Buy |
100,104
+5,133
| +5% | +$498K | 2.05% | 12 |
|
|
2024
Q1 | $9.3M | Buy |
94,971
+1,108
| +1% | +$109K | 2.15% | 11 |
|
|
2023
Q4 | $9.32M | Buy |
93,863
+5,458
| +6% | +$542K | 2.29% | 12 |
|
|
2023
Q3 | $8.31M | Buy |
88,405
+5,113
| +6% | +$481K | 2.28% | 13 |
|
|
2023
Q2 | $8.16M | Buy |
83,292
+4,019
| +5% | +$394K | 2.28% | 12 |
|
|
2023
Q1 | $7.9M | Buy |
79,273
+13,146
| +20% | +$1.31M | 2.47% | 11 |
|
|
2022
Q4 | $6.41M | Buy |
+66,127
| New | +$6.41M | 2.3% | 10 |
|