PWMG
Prestige Wealth Management 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 | $1.39K | Hold |
14
| – | – | ﹤0.01% | 802 |
|
|
2025
Q1 | $1.39K | Hold |
14
| – | – | ﹤0.01% | 798 |
|
|
2024
Q4 | $1.36K | Hold |
14
| – | – | ﹤0.01% | 837 |
|
|
2024
Q3 | $1.42K | Hold |
14
| – | – | ﹤0.01% | 831 |
|
|
2024
Q2 | $1.36K | Hold |
14
| – | – | ﹤0.01% | 787 |
|
|
2024
Q1 | $1.37K | Hold |
14
| – | – | ﹤0.01% | 828 |
|
|
2023
Q4 | $1.39K | Hold |
14
| – | – | ﹤0.01% | 819 |
|
|
2023
Q3 | $1.32K | Hold |
14
| – | – | ﹤0.01% | 822 |
|
|
2023
Q2 | $1.37K | Hold |
14
| – | – | ﹤0.01% | 842 |
|
|
2023
Q1 | $1.4K | Sell |
14
-784
| -98% | -$78.1K | ﹤0.01% | 823 |
|
|
2022
Q4 | $77.4K | Buy |
798
+784
| +5,600% | +$76K | 0.02% | 215 |
|
|
2022
Q3 | $1K | Sell |
14
-47
| -77% | -$3.36K | ﹤0.01% | 801 |
|
|
2022
Q2 | $6K | Sell |
61
-201
| -77% | -$19.8K | ﹤0.01% | 519 |
|
|
2022
Q1 | $28K | Hold |
262
| – | – | 0.01% | 294 |
|
|
2021
Q4 | $30K | Hold |
262
| – | – | 0.01% | 312 |
|
|
2021
Q3 | $30K | Buy |
262
+200
| +323% | +$22.9K | 0.01% | 308 |
|
|
2021
Q2 | $7K | Sell |
62
-4,079
| -99% | -$461K | ﹤0.01% | 543 |
|
|
2021
Q1 | $471K | Sell |
4,141
-1,032
| -20% | -$117K | 0.13% | 66 |
|
|
2020
Q4 | $611K | Sell |
5,173
-16
| -0.3% | -$1.89K | 0.17% | 66 |
|
|
2020
Q3 | $613K | Buy |
5,189
+139
| +3% | +$16.4K | 0.19% | 62 |
|
|
2020
Q2 | $597K | Sell |
5,050
-496
| -9% | -$58.6K | 0.21% | 50 |
|
|
2020
Q1 | $640K | Buy |
5,546
+5,180
| +1,415% | +$598K | 0.27% | 41 |
|
|
2019
Q4 | $41K | Buy |
366
+200
| +120% | +$22.4K | 0.02% | 221 |
|
|
2019
Q3 | $19K | Sell |
166
-200
| -55% | -$22.9K | 0.01% | 283 |
|
|
2019
Q2 | $41K | Hold |
366
| – | – | 0.02% | 208 |
|
|
2019
Q1 | $40K | Sell |
366
-100
| -21% | -$10.9K | 0.02% | 200 |
|
|
2018
Q4 | $50K | Buy |
+466
| New | +$50K | 0.04% | 194 |
|