SWM
Spire 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 | $29.1M | Sell |
294,737
-40,495
| -12% | -$3.99M | 1.04% | 13 |
|
|
2025
Q1 | $33.2M | Buy |
335,232
+1,578
| +0.5% | +$156K | 1.06% | 13 |
|
|
2024
Q4 | $32.3M | Sell |
333,654
-5,902
| -2% | -$572K | 1% | 13 |
|
|
2024
Q3 | $34.4M | Sell |
339,556
-5,534
| -2% | -$560K | 1.16% | 12 |
|
|
2024
Q2 | $33.4M | Sell |
345,090
-9,786
| -3% | -$947K | 1.18% | 10 |
|
|
2024
Q1 | $152M | Buy |
354,876
+5,473
| +2% | +$2.34M | 2.76% | 5 |
|
|
2023
Q4 | $34.2M | Sell |
349,403
-17,232
| -5% | -$1.69M | 1.13% | 11 |
|
|
2023
Q3 | $34.5M | Sell |
366,635
-8,215
| -2% | -$773K | 1.31% | 11 |
|
|
2023
Q2 | $36.7M | Buy |
374,850
+14,819
| +4% | +$1.45M | 1.36% | 12 |
|
|
2023
Q1 | $35.9M | Buy |
360,031
+60,201
| +20% | +$6M | 1.4% | 11 |
|
|
2022
Q4 | $29.1M | Sell |
299,830
-2,204
| -0.7% | -$214K | 1.64% | 8 |
|
|
2022
Q3 | $29.1M | Sell |
302,034
-49,394
| -14% | -$4.76M | 1.77% | 10 |
|
|
2022
Q2 | $35.7M | Sell |
351,428
-63,883
| -15% | -$6.5M | 1.47% | 8 |
|
|
2022
Q1 | $44.5M | Buy |
415,311
+6,473
| +2% | +$694K | 1.19% | 11 |
|
|
2021
Q4 | $46.7M | Buy |
408,838
+3,011
| +0.7% | +$344K | 1.04% | 10 |
|
|
2021
Q3 | $46.7M | Buy |
405,827
+28,118
| +7% | +$3.24M | 1.24% | 7 |
|
|
2021
Q2 | $43.9M | Buy |
377,709
+8,443
| +2% | +$982K | 1.19% | 7 |
|
|
2021
Q1 | $41.9M | Buy |
+369,266
| New | +$41.9M | 1.12% | 9 |
|