UWM
USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,414
| Closed | -$331K | – | 130 |
|
|
2024
Q2 | $331K | Sell |
3,414
-199
| -6% | -$19.3K | 0.12% | 95 |
|
|
2024
Q1 | $354K | Sell |
3,613
-3,398
| -48% | -$333K | 0.13% | 101 |
|
|
2023
Q4 | $695K | Sell |
7,011
-3,728
| -35% | -$370K | 0.29% | 70 |
|
|
2023
Q3 | $1.01M | Sell |
10,739
-1,288
| -11% | -$121K | 0.45% | 55 |
|
|
2023
Q2 | $1.18M | Sell |
12,027
-488
| -4% | -$47.8K | 0.56% | 48 |
|
|
2023
Q1 | $1.25M | Sell |
12,515
-850
| -6% | -$84.7K | 0.59% | 48 |
|
|
2022
Q4 | $1.3M | Sell |
13,365
-2,382
| -15% | -$231K | 0.63% | 42 |
|
|
2022
Q3 | $1.52M | Buy |
+15,747
| New | +$1.52M | 0.78% | 32 |
|
|
2020
Q1 | – | Sell |
-5,292
| Closed | -$595K | – | 69 |
|
|
2019
Q4 | $595K | Buy |
+5,292
| New | +$595K | 0.31% | 42 |
|