RWP
Revolve Wealth Partners’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 | $934K | Buy |
9,420
+1
| +0% | +$99 | 0.12% | 89 |
|
|
2025
Q1 | $932K | Buy |
9,419
+292
| +3% | +$28.9K | 0.13% | 83 |
|
|
2024
Q4 | $884K | Buy |
9,127
+3,044
| +50% | +$295K | 0.13% | 86 |
|
|
2024
Q3 | $616K | Buy |
6,083
+508
| +9% | +$51.4K | 0.09% | 99 |
|
|
2024
Q2 | $541K | Buy |
5,575
+263
| +5% | +$25.5K | 0.09% | 98 |
|
|
2024
Q1 | $520K | Sell |
5,312
-532
| -9% | -$52.1K | 0.09% | 99 |
|
|
2023
Q4 | $580K | Buy |
5,844
+129
| +2% | +$12.8K | 0.11% | 80 |
|
|
2023
Q3 | $537K | Buy |
5,715
+629
| +12% | +$59.1K | 0.12% | 80 |
|
|
2023
Q2 | $498K | Sell |
5,086
-3,917
| -44% | -$384K | 0.12% | 83 |
|
|
2023
Q1 | $897K | Buy |
9,003
+135
| +2% | +$13.5K | 0.23% | 60 |
|
|
2022
Q4 | $860K | Sell |
8,868
-1,142
| -11% | -$111K | 0.25% | 61 |
|
|
2022
Q3 | $964K | Sell |
10,010
-459
| -4% | -$44.2K | 0.32% | 52 |
|
|
2022
Q2 | $1.07M | Sell |
10,469
-187
| -2% | -$19K | 0.35% | 48 |
|
|
2022
Q1 | $1.14M | Buy |
10,656
+181
| +2% | +$19.4K | 0.33% | 49 |
|
|
2021
Q4 | $1.2M | Buy |
+10,475
| New | +$1.2M | 0.34% | 52 |
|