SWM
SigFig Wealth Management’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 | $312M | Buy |
3,155,331
+62,495
| +2% | +$6.17M | 10.32% | 2 |
|
|
2025
Q1 | $305M | Buy |
3,092,836
+70,406
| +2% | +$6.94M | 11.02% | 2 |
|
|
2024
Q4 | $293M | Buy |
3,022,430
+116,296
| +4% | +$11.3M | 10.6% | 2 |
|
|
2024
Q3 | $295M | Buy |
2,906,134
+105,626
| +4% | +$10.7M | 10.7% | 2 |
|
|
2024
Q2 | $272M | Buy |
2,800,508
+20,241
| +0.7% | +$1.96M | 10.21% | 2 |
|
|
2024
Q1 | $272M | Buy |
2,780,267
+36,150
| +1% | +$3.54M | 9.98% | 2 |
|
|
2023
Q4 | $272M | Buy |
2,744,117
+23,218
| +0.9% | +$2.3M | 10.33% | 2 |
|
|
2023
Q3 | $256M | Buy |
2,720,899
+75,184
| +3% | +$7.07M | 10.26% | 2 |
|
|
2023
Q2 | $259M | Buy |
2,645,715
+81,266
| +3% | +$7.95M | 10.03% | 2 |
|
|
2023
Q1 | $255M | Buy |
2,564,449
+216,153
| +9% | +$21.5M | 14.08% | 1 |
|
|
2022
Q4 | $229M | Buy |
2,348,296
+30,267
| +1% | +$2.96M | 11.38% | 2 |
|
|
2022
Q3 | $225M | Buy |
2,318,029
+114,505
| +5% | +$11.1M | 11.79% | 2 |
|
|
2022
Q2 | $225M | Buy |
2,203,524
+38,968
| +2% | +$3.98M | 11.65% | 2 |
|
|
2022
Q1 | $232M | Buy |
2,164,556
+42,836
| +2% | +$4.6M | 11.15% | 2 |
|
|
2021
Q4 | $241M | Buy |
2,121,720
+94,002
| +5% | +$10.7M | 11.29% | 2 |
|
|
2021
Q3 | $233M | Sell |
2,027,718
-50,376
| -2% | -$5.78M | 11.68% | 2 |
|
|
2021
Q2 | $240M | Buy |
2,078,094
+188,663
| +10% | +$21.8M | 12.67% | 2 |
|
|
2021
Q1 | $215M | Sell |
1,889,431
-189,912
| -9% | -$21.6M | 13.22% | 2 |
|
|
2020
Q4 | $246M | Buy |
2,079,343
+410,783
| +25% | +$48.6M | 17.8% | 1 |
|
|
2020
Q3 | $197M | Buy |
1,668,560
+243,123
| +17% | +$28.7M | 17.96% | 1 |
|
|
2020
Q2 | $168M | Buy |
1,425,437
+105,067
| +8% | +$12.4M | 18.02% | 1 |
|
|
2020
Q1 | $152M | Buy |
1,320,370
+18,493
| +1% | +$2.13M | 20.69% | 1 |
|
|
2019
Q4 | $146M | Buy |
1,301,877
+155,802
| +14% | +$17.5M | 18.01% | 1 |
|
|
2019
Q3 | $130M | Buy |
1,146,075
+250,275
| +28% | +$28.3M | 18.47% | 1 |
|
|
2019
Q2 | $99.7M | Buy |
895,800
+107,870
| +14% | +$12M | 15.54% | 1 |
|
|
2019
Q1 | $85.9M | Buy |
787,930
+87,276
| +12% | +$9.52M | 15.23% | 1 |
|
|
2018
Q4 | $74.4M | Buy |
700,654
+60,451
| +9% | +$6.42M | 15.84% | 1 |
|
|
2018
Q3 | $67.6M | Buy |
640,203
+215,359
| +51% | +$22.7M | 13.97% | 1 |
|
|
2018
Q2 | $45.2M | Buy |
424,844
+124,177
| +41% | +$13.2M | 11.62% | 1 |
|
|
2018
Q1 | $10M | Buy |
300,667
+158,021
| +111% | +$5.26M | 5.83% | 6 |
|
|
2017
Q4 | $15.6M | Buy |
142,646
+73,622
| +107% | +$8.05M | 7.46% | 4 |
|
|
2017
Q3 | $7.56M | Buy |
69,024
+9,410
| +16% | +$1.03M | 5.06% | 9 |
|
|
2017
Q2 | $6.54M | Buy |
59,614
+3,432
| +6% | +$376K | 4.82% | 10 |
|
|
2017
Q1 | $6.09M | Sell |
56,182
-1,243
| -2% | -$135K | 4.85% | 10 |
|
|
2016
Q4 | $6.21M | Buy |
+57,425
| New | +$6.21M | 5.32% | 8 |
|