TBWA
Three Bridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,387
| Closed | -$224K | – | 95 |
|
|
2023
Q3 | $224K | Sell |
2,387
-1,488
| -38% | -$140K | 0.09% | 81 |
|
|
2023
Q2 | $380K | Buy |
3,875
+25
| +0.6% | +$2.45K | 0.16% | 66 |
|
|
2023
Q1 | $384K | Sell |
3,850
-367
| -9% | -$36.6K | 0.18% | 60 |
|
|
2022
Q4 | $409K | Sell |
4,217
-218
| -5% | -$21.1K | 0.22% | 56 |
|
|
2022
Q3 | $427K | Buy |
4,435
+90
| +2% | +$8.67K | 0.22% | 58 |
|
|
2022
Q2 | $442K | Buy |
4,345
+1,933
| +80% | +$197K | 0.22% | 59 |
|
|
2022
Q1 | $258K | Buy |
+2,412
| New | +$258K | 0.07% | 79 |
|