WCM
Wealthcare Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
15,391
-1,352
| -8% | -$134K | 0.16% | 24 |
|
|
2025
Q1 | $1.66M | Sell |
16,743
-7,948
| -32% | -$786K | 0.17% | 26 |
|
|
2024
Q4 | $2.39M | Buy |
24,691
+839
| +4% | +$81.3K | 0.24% | 22 |
|
|
2024
Q3 | $2.42M | Buy |
23,852
+1,780
| +8% | +$180K | 0.24% | 21 |
|
|
2024
Q2 | $2.14M | Sell |
22,072
-4,244
| -16% | -$412K | 0.23% | 21 |
|
|
2024
Q1 | $2.58M | Sell |
26,316
-6,206
| -19% | -$608K | 0.29% | 17 |
|
|
2023
Q4 | $3.23M | Sell |
32,522
-5,658
| -15% | -$562K | 0.37% | 16 |
|
|
2023
Q3 | $3.59M | Buy |
38,180
+6,494
| +20% | +$611K | 0.44% | 12 |
|
|
2023
Q2 | $3.1M | Buy |
31,686
+12,811
| +68% | +$1.25M | 0.36% | 12 |
|
|
2023
Q1 | $1.88M | Sell |
18,875
-3,082
| -14% | -$307K | 0.23% | 15 |
|
|
2022
Q4 | $2.13M | Buy |
21,957
+56
| +0.3% | +$5.43K | 0.27% | 16 |
|
|
2022
Q3 | $2.11M | Sell |
21,901
-1,141
| -5% | -$110K | 0.27% | 14 |
|
|
2022
Q2 | $2.34M | Sell |
23,042
-70,282
| -75% | -$7.15M | 0.26% | 13 |
|
|
2022
Q1 | $10M | Sell |
93,324
-4,754
| -5% | -$509K | 0.97% | 8 |
|
|
2021
Q4 | $11.2M | Sell |
98,078
-813
| -0.8% | -$92.7K | 1.03% | 7 |
|
|
2021
Q3 | $11.4M | Sell |
98,891
-1,077,102
| -92% | -$124M | 1.1% | 7 |
|
|
2021
Q2 | $136M | Buy |
1,175,993
+144,427
| +14% | +$16.7M | 13.04% | 3 |
|
|
2021
Q1 | $117M | Buy |
1,031,566
+88,423
| +9% | +$10.1M | 11.79% | 3 |
|
|
2020
Q4 | $111M | Buy |
943,143
+74,019
| +9% | +$8.75M | 11.61% | 3 |
|
|
2020
Q3 | $103M | Buy |
869,124
+24,807
| +3% | +$2.93M | 11.67% | 3 |
|
|
2020
Q2 | $99.8M | Buy |
844,317
+489,976
| +138% | +$57.9M | 12.15% | 3 |
|
|
2020
Q1 | $40.9M | Buy |
354,341
+330,370
| +1,378% | +$38.1M | 5.5% | 5 |
|
|
2019
Q4 | $2.69M | Sell |
23,971
-2
| -0% | -$225 | 0.32% | 13 |
|
|
2019
Q3 | $2.71M | Buy |
23,973
+7,375
| +44% | +$835K | 0.33% | 14 |
|
|
2019
Q2 | $1.85M | Sell |
16,598
-1,622
| -9% | -$181K | 0.26% | 17 |
|
|
2019
Q1 | $1.99M | Buy |
18,220
+3,382
| +23% | +$369K | 0.28% | 14 |
|
|
2018
Q4 | $1.58M | Sell |
14,838
-468
| -3% | -$49.8K | 0.24% | 17 |
|
|
2018
Q3 | $1.62M | Buy |
15,306
+437
| +3% | +$46.1K | 0.19% | 12 |
|
|
2018
Q2 | $1.58M | Buy |
14,869
+642
| +5% | +$68.3K | 0.18% | 12 |
|
|
2018
Q1 | $1.53M | Buy |
14,227
+789
| +6% | +$84.6K | 0.17% | 12 |
|
|
2017
Q4 | $1.47M | Sell |
13,438
-1,147
| -8% | -$125K | 0.17% | 12 |
|
|
2017
Q3 | $1.6M | Buy |
14,585
+1,264
| +9% | +$138K | 0.18% | 11 |
|
|
2017
Q2 | $1.46M | Buy |
13,321
+660
| +5% | +$72.3K | 0.17% | 13 |
|
|
2017
Q1 | $1.37M | Buy |
12,661
+623
| +5% | +$67.6K | 0.15% | 14 |
|
|
2016
Q4 | $1.3M | Buy |
12,038
+4,540
| +61% | +$491K | 0.15% | 13 |
|
|
2016
Q3 | $843K | Buy |
7,498
+168
| +2% | +$18.9K | 0.09% | 18 |
|
|
2016
Q2 | $825K | Sell |
7,330
-568
| -7% | -$63.9K | 0.09% | 18 |
|
|
2016
Q1 | $875K | Buy |
7,898
+139
| +2% | +$15.4K | 0.1% | 16 |
|
|
2015
Q4 | $838K | Sell |
7,759
-1,890
| -20% | -$204K | 0.1% | 19 |
|
|
2015
Q3 | $1.06M | Buy |
9,649
+5,074
| +111% | +$556K | 0.13% | 13 |
|
|
2015
Q2 | $498K | Sell |
4,575
-1,583
| -26% | -$172K | 0.06% | 23 |
|
|
2015
Q1 | $686K | Buy |
6,158
+4,624
| +301% | +$515K | 0.08% | 37 |
|
|
2014
Q4 | $169K | Hold |
1,534
| – | – | 0.02% | 44 |
|
|
2014
Q3 | $167K | Buy |
1,534
+524
| +52% | +$57K | 0.02% | 45 |
|
|
2014
Q2 | $110K | Hold |
1,010
| – | – | 0.02% | 56 |
|
|
2014
Q1 | $109K | Buy |
+1,010
| New | +$109K | 0.02% | 55 |
|