SVWAG
Sound View Wealth Advisors 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 | $4.31M | Buy |
43,418
+2,576
| +6% | +$256K | 0.32% | 73 |
|
|
2025
Q1 | $4.04M | Buy |
40,842
+1,495
| +4% | +$148K | 0.33% | 68 |
|
|
2024
Q4 | $3.81M | Sell |
39,347
-228
| -0.6% | -$22.1K | 0.31% | 70 |
|
|
2024
Q3 | $4.01M | Buy |
39,575
+7,656
| +24% | +$775K | 0.33% | 69 |
|
|
2024
Q2 | $3.1M | Buy |
31,919
+1,919
| +6% | +$186K | 0.32% | 72 |
|
|
2024
Q1 | $2.94M | Sell |
30,000
-2,831
| -9% | -$277K | 0.31% | 74 |
|
|
2023
Q4 | $3.26M | Sell |
32,831
-2,463
| -7% | -$244K | 0.36% | 67 |
|
|
2023
Q3 | $3.32M | Buy |
35,294
+176
| +0.5% | +$16.6K | 0.41% | 57 |
|
|
2023
Q2 | $3.44M | Sell |
35,118
-3,980
| -10% | -$390K | 0.45% | 56 |
|
|
2023
Q1 | $3.9M | Buy |
39,098
+6,267
| +19% | +$624K | 0.53% | 47 |
|
|
2022
Q4 | $3.26M | Sell |
32,831
-1,998
| -6% | -$198K | 0.36% | 67 |
|
|
2022
Q3 | $3.36M | Sell |
34,829
-1,340
| -4% | -$129K | 0.75% | 38 |
|
|
2022
Q2 | $3.68M | Sell |
36,169
-1,368
| -4% | -$139K | 0.77% | 39 |
|
|
2022
Q1 | $4.02M | Sell |
37,537
-10,425
| -22% | -$1.12M | 0.76% | 36 |
|
|
2021
Q4 | $5.47M | Buy |
47,962
+6,195
| +15% | +$707K | 1.03% | 26 |
|
|
2021
Q3 | $4.8M | Buy |
41,767
+1,204
| +3% | +$138K | 1% | 26 |
|
|
2021
Q2 | $4.68M | Buy |
40,563
+17,575
| +76% | +$2.03M | 0.98% | 30 |
|
|
2021
Q1 | $2.62M | Buy |
22,988
+1,331
| +6% | +$152K | 0.61% | 45 |
|
|
2020
Q4 | $2.56M | Buy |
21,657
+2,179
| +11% | +$258K | 0.63% | 44 |
|
|
2020
Q3 | $2.3M | Buy |
19,478
+6,310
| +48% | +$745K | 0.61% | 46 |
|
|
2020
Q2 | $1.56M | Buy |
+13,168
| New | +$1.56M | 0.44% | 62 |
|