WWA
WCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Buy |
+57,958
| New | +$5.75M | 0.37% | 79 |
|
|
2024
Q4 | – | Sell |
-19,812
| Closed | -$2.01M | – | 294 |
|
|
2024
Q3 | $2.01M | Buy |
+19,812
| New | +$2.01M | 0.14% | 157 |
|
|
2024
Q1 | – | Sell |
-10,325
| Closed | -$1.03M | – | 257 |
|
|
2023
Q4 | $1.03M | Buy |
+10,325
| New | +$1.03M | 0.08% | 204 |
|
|
2022
Q4 | – | Sell |
-3,037
| Closed | -$298K | – | 156 |
|
|
2022
Q3 | $298K | Buy |
+3,037
| New | +$298K | 0.04% | 225 |
|