OBWG
Onyx Bridge Wealth Group’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 | $28.5M | Buy |
287,208
+67,944
| +31% | +$6.74M | 3.77% | 2 |
|
|
2025
Q1 | $21.7M | Sell |
219,264
-1,757
| -0.8% | -$174K | 3.11% | 5 |
|
|
2024
Q4 | $21.4M | Buy |
221,021
+12,404
| +6% | +$1.2M | 3.08% | 5 |
|
|
2024
Q3 | $21.1M | Buy |
208,617
+10,817
| +5% | +$1.1M | 3.19% | 5 |
|
|
2024
Q2 | $19.2M | Sell |
197,800
-1,736
| -0.9% | -$169K | 3.15% | 5 |
|
|
2024
Q1 | $19M | Sell |
199,536
-21,637
| -10% | -$2.06M | 3.4% | 4 |
|
|
2023
Q4 | $22M | Buy |
221,173
+112,784
| +104% | +$11.2M | 4.43% | 2 |
|
|
2023
Q3 | $10.2M | Sell |
108,389
-6,034
| -5% | -$567K | 2.38% | 9 |
|
|
2023
Q2 | $11.2M | Buy |
114,423
+8,243
| +8% | +$807K | 2.68% | 7 |
|
|
2023
Q1 | $10.6M | Sell |
106,180
-59,410
| -36% | -$5.92M | 4.22% | 5 |
|
|
2022
Q4 | $16.4M | Sell |
165,590
-13,636
| -8% | -$1.35M | 6.67% | 4 |
|
|
2022
Q3 | $17.1M | Buy |
179,226
+4,404
| +3% | +$420K | 7.8% | 3 |
|
|
2022
Q2 | $18.1M | Sell |
174,822
-2,937
| -2% | -$304K | 8.05% | 4 |
|
|
2022
Q1 | $18.4M | Buy |
177,759
+19,448
| +12% | +$2.01M | 6.98% | 5 |
|
|
2021
Q4 | $17.9M | Buy |
158,311
+50,464
| +47% | +$5.72M | 6.05% | 5 |
|
|
2021
Q3 | $12.3M | Buy |
107,847
+53,664
| +99% | +$6.14M | 4.64% | 7 |
|
|
2021
Q2 | $6.28M | Sell |
54,183
-82,318
| -60% | -$9.54M | 2.72% | 9 |
|
|
2021
Q1 | $15.5M | Buy |
136,501
+21,202
| +18% | +$2.41M | 7.78% | 5 |
|
|
2020
Q4 | $13.6M | Buy |
+115,299
| New | +$13.6M | 8.93% | 3 |
|