NL
NDWM LLC’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 | $2.83M | Buy |
28,494
+1,612
| +6% | +$160K | 2.07% | 9 |
|
|
2025
Q1 | $2.66M | Buy |
26,882
+10,638
| +65% | +$1.05M | 2.6% | 7 |
|
|
2024
Q4 | $1.57M | Buy |
16,244
+3,745
| +30% | +$363K | 1.32% | 13 |
|
|
2024
Q3 | $1.27M | Buy |
12,499
+3,194
| +34% | +$323K | 1.04% | 15 |
|
|
2024
Q2 | $903K | Hold |
9,305
| – | – | 0.8% | 15 |
|
|
2024
Q1 | $911K | Buy |
9,305
+2,222
| +31% | +$218K | 0.83% | 14 |
|
|
2023
Q4 | $703K | Buy |
+7,083
| New | +$703K | 0.68% | 15 |
|