WCFA
Walkner Condon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,861
| Closed | -$290K | – | 283 |
|
|
2024
Q3 | $290K | Buy |
+2,861
| New | +$290K | 0.06% | 218 |
|
|
2023
Q3 | – | Sell |
-2,044
| Closed | -$200K | – | 242 |
|
|
2023
Q2 | $200K | Buy |
+2,044
| New | +$200K | 0.05% | 236 |
|
|
2023
Q1 | – | Sell |
-2,113
| Closed | -$205K | – | 235 |
|
|
2022
Q4 | $205K | Hold |
2,113
| – | – | 0.06% | 222 |
|
|
2022
Q3 | $204K | Sell |
2,113
-1,884
| -47% | -$182K | 0.07% | 205 |
|
|
2022
Q2 | $406K | Sell |
3,997
-1,504
| -27% | -$153K | 0.13% | 141 |
|
|
2022
Q1 | $589K | Sell |
5,501
-2,741
| -33% | -$293K | 0.17% | 111 |
|
|
2021
Q4 | $940K | Buy |
8,242
+1,825
| +28% | +$208K | 0.61% | 46 |
|
|
2021
Q3 | $739K | Buy |
6,417
+1,586
| +33% | +$183K | 0.36% | 58 |
|
|
2021
Q2 | $557K | Sell |
4,831
-16,281
| -77% | -$1.88M | 0.2% | 88 |
|
|
2021
Q1 | $598K | Buy |
+21,112
| New | +$598K | 0.23% | 86 |
|