PWA
Physician 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 | $856K | Sell |
8,629
-1,093
| -11% | -$108K | 0.13% | 73 |
|
|
2025
Q1 | $962K | Sell |
9,722
-4,366
| -31% | -$432K | 0.17% | 68 |
|
|
2024
Q4 | $1.37M | Buy |
14,088
+4,176
| +42% | +$405K | 0.23% | 57 |
|
|
2024
Q3 | $989K | Buy |
9,912
+181
| +2% | +$18.1K | 0.18% | 66 |
|
|
2024
Q2 | $958K | Buy |
9,731
+628
| +7% | +$61.8K | 0.18% | 67 |
|
|
2024
Q1 | $866K | Buy |
9,103
+378
| +4% | +$36K | 0.18% | 68 |
|
|
2023
Q4 | $857K | Sell |
8,725
-2,375
| -21% | -$233K | 0.19% | 64 |
|
|
2023
Q3 | $1.04M | Buy |
11,100
+280
| +3% | +$26.2K | 0.27% | 56 |
|
|
2023
Q2 | $1.06M | Buy |
10,820
+150
| +1% | +$14.6K | 0.26% | 52 |
|
|
2023
Q1 | $1.06M | Buy |
10,670
+253
| +2% | +$25K | 0.28% | 50 |
|
|
2022
Q4 | $1.04M | Buy |
10,417
+1,644
| +19% | +$165K | 0.28% | 48 |
|
|
2022
Q3 | $848K | Sell |
8,773
-26
| -0.3% | -$2.51K | 0.26% | 53 |
|
|
2022
Q2 | $917K | Buy |
8,799
+121
| +1% | +$12.6K | 0.27% | 54 |
|
|
2022
Q1 | $894K | Sell |
8,678
-53
| -0.6% | -$5.46K | 0.24% | 58 |
|
|
2021
Q4 | $982K | Buy |
8,731
+134
| +2% | +$15.1K | 0.26% | 53 |
|
|
2021
Q3 | $985K | Buy |
8,597
+139
| +2% | +$15.9K | 0.27% | 52 |
|
|
2021
Q2 | $984K | Sell |
8,458
-642
| -7% | -$74.7K | 0.28% | 49 |
|
|
2021
Q1 | $1.04M | Sell |
9,100
-721
| -7% | -$82.1K | 0.34% | 47 |
|
|
2020
Q4 | $1.14M | Buy |
9,821
+2,349
| +31% | +$273K | 0.39% | 42 |
|
|
2020
Q3 | $876K | Sell |
7,472
-562
| -7% | -$65.9K | 0.35% | 44 |
|
|
2020
Q2 | $959K | Sell |
8,034
-15,633
| -66% | -$1.87M | 0.39% | 45 |
|
|
2020
Q1 | $2.77M | Sell |
23,667
-2,413
| -9% | -$283K | 1.39% | 21 |
|
|
2019
Q4 | $2.95M | Buy |
26,080
+305
| +1% | +$34.4K | 1.31% | 18 |
|
|
2019
Q3 | $2.91M | Buy |
+25,775
| New | +$2.91M | 1.42% | 16 |
|