SWG
Summit Wealth 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 | $7.12M | Sell |
71,792
-21,669
| -23% | -$2.15M | 1.83% | 16 |
|
|
2025
Q1 | $9.25M | Sell |
93,461
-6,638
| -7% | -$657K | 2.7% | 11 |
|
|
2024
Q4 | $9.7M | Sell |
100,099
-2,756
| -3% | -$267K | 2.81% | 10 |
|
|
2024
Q3 | $10.4M | Sell |
102,855
-8,471
| -8% | -$858K | 3% | 10 |
|
|
2024
Q2 | $10.8M | Buy |
+111,326
| New | +$10.8M | 3.24% | 7 |
|
|
2023
Q2 | – | Sell |
-212,384
| Closed | -$2K | – | 85 |
|
|
2023
Q1 | $2K | Buy |
+212,384
| New | +$2K | 0.05% | 78 |
|
|
2021
Q1 | – | Sell |
-24,091
| Closed | -$2.85M | – | 179 |
|
|
2020
Q4 | $2.85M | Buy |
+24,091
| New | +$2.85M | 1.79% | 17 |
|