SAW
Signal Advisors Wealth’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 | $19.1M | Sell |
192,483
-49,361
| -20% | -$4.9M | 1.49% | 12 |
|
|
2025
Q1 | $23.9M | Buy |
241,844
+79,607
| +49% | +$7.87M | 2.34% | 6 |
|
|
2024
Q4 | $15.7M | Buy |
162,237
+70,914
| +78% | +$6.87M | 1.78% | 8 |
|
|
2024
Q3 | $9.25M | Buy |
+91,323
| New | +$9.25M | 1.32% | 11 |
|
|
2024
Q2 | – | Sell |
-41,204
| Closed | -$4.04M | – | 81 |
|
|
2024
Q1 | $4.04M | Buy |
41,204
+214
| +0.5% | +$21K | 1% | 26 |
|
|
2023
Q4 | $4.05M | Buy |
+40,990
| New | +$4.05M | 1.41% | 15 |
|