WP
Waycross Partners’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 | $3.68M | Hold |
37,110
| – | – | 0.35% | 34 |
|
|
2025
Q1 | $3.67M | Hold |
37,110
| – | – | 0.41% | 32 |
|
|
2024
Q4 | $3.6M | Hold |
37,110
| – | – | 0.47% | 33 |
|
|
2024
Q3 | $3.76M | Hold |
37,110
| – | – | 0.52% | 32 |
|
|
2024
Q2 | $3.6M | Hold |
37,110
| – | – | 0.55% | 32 |
|
|
2024
Q1 | $3.63M | Hold |
37,110
| – | – | 0.63% | 33 |
|
|
2023
Q4 | $3.68M | Buy |
+37,110
| New | +$3.68M | 0.69% | 34 |
|
|
2021
Q3 | – | Sell |
-43,842
| Closed | -$5.06M | – | 88 |
|
|
2021
Q2 | $5.06M | Buy |
43,842
+3,436
| +9% | +$396K | 2.69% | 11 |
|
|
2021
Q1 | $4.6M | Buy |
40,406
+8,068
| +25% | +$918K | 2.56% | 10 |
|
|
2020
Q4 | $3.82M | Buy |
+32,338
| New | +$3.82M | 2.38% | 14 |
|