SWA
Strategies 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 | $705K | Buy |
7,102
+2,211
| +45% | +$219K | 0.08% | 78 |
|
|
2025
Q1 | $484K | Sell |
4,891
-481
| -9% | -$47.6K | 0.06% | 93 |
|
|
2024
Q4 | $524K | Sell |
5,372
-1,914
| -26% | -$187K | 0.07% | 80 |
|
|
2024
Q3 | $738K | Buy |
7,286
+1,434
| +25% | +$145K | 0.1% | 54 |
|
|
2024
Q2 | $568K | Sell |
5,852
-441
| -7% | -$42.8K | 0.08% | 55 |
|
|
2024
Q1 | $616K | Sell |
6,293
-201
| -3% | -$19.7K | 0.09% | 55 |
|
|
2023
Q4 | $645K | Sell |
6,494
-330
| -5% | -$32.8K | 0.11% | 50 |
|
|
2023
Q3 | $642K | Sell |
6,824
-1,872
| -22% | -$176K | 0.13% | 48 |
|
|
2023
Q2 | $852K | Buy |
8,696
+1,626
| +23% | +$159K | 0.17% | 44 |
|
|
2023
Q1 | $704K | Sell |
7,070
-1,732
| -20% | -$173K | 0.16% | 44 |
|
|
2022
Q4 | $854K | Buy |
+8,802
| New | +$854K | 0.21% | 43 |
|
|
2022
Q2 | $980K | Buy |
9,638
+3,353
| +53% | +$341K | 0.28% | 42 |
|
|
2022
Q1 | $673K | Sell |
6,285
-1,253
| -17% | -$134K | 0.18% | 48 |
|
|
2021
Q4 | $860K | Buy |
+7,538
| New | +$860K | 0.24% | 43 |
|