SWA
SOA 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 | $337K | Buy |
3,401
+58
| +2% | +$5.75K | 0.06% | 151 |
|
|
2025
Q1 | $331K | Buy |
3,343
+2
| +0.1% | +$198 | 0.07% | 142 |
|
|
2024
Q4 | $324K | Sell |
3,341
-479
| -13% | -$46.4K | 0.06% | 144 |
|
|
2024
Q3 | $387K | Sell |
3,820
-77
| -2% | -$7.8K | 0.07% | 127 |
|
|
2024
Q2 | $378K | Buy |
3,897
+321
| +9% | +$31.2K | 0.08% | 124 |
|
|
2024
Q1 | $350K | Sell |
3,576
-242
| -6% | -$23.7K | 0.07% | 129 |
|
|
2023
Q4 | $379K | Sell |
3,818
-443
| -10% | -$44K | 0.08% | 119 |
|
|
2023
Q3 | $401K | Sell |
4,261
-105
| -2% | -$9.87K | 0.1% | 107 |
|
|
2023
Q2 | $428K | Buy |
4,366
+42
| +1% | +$4.11K | 0.1% | 105 |
|
|
2023
Q1 | $431K | Sell |
4,324
-66
| -2% | -$6.58K | 0.11% | 101 |
|
|
2022
Q4 | $426K | Sell |
4,390
-574
| -12% | -$55.7K | 0.11% | 97 |
|
|
2022
Q3 | $478K | Buy |
4,964
+439
| +10% | +$42.3K | 0.14% | 80 |
|
|
2022
Q2 | $460K | Sell |
4,525
-188
| -4% | -$19.1K | 0.14% | 86 |
|
|
2022
Q1 | $504K | Buy |
4,713
+32
| +0.7% | +$3.42K | 0.12% | 98 |
|
|
2021
Q4 | $534K | Buy |
4,681
+370
| +9% | +$42.2K | 0.13% | 93 |
|
|
2021
Q3 | $495K | Sell |
4,311
-74
| -2% | -$8.5K | 0.13% | 101 |
|
|
2021
Q2 | $505K | Buy |
4,385
+754
| +21% | +$86.8K | 0.13% | 100 |
|
|
2021
Q1 | $413K | Sell |
3,631
-234
| -6% | -$26.6K | 0.12% | 103 |
|
|
2020
Q4 | $452K | Buy |
+3,865
| New | +$452K | 0.12% | 92 |
|