WRPWM
Werba Rubin Papier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
13,423
+481
| +4% | +$47.7K | 0.25% | 58 |
|
|
2025
Q1 | $1.28M | Buy |
12,942
+682
| +6% | +$67.5K | 0.28% | 54 |
|
|
2024
Q4 | $1.19M | Buy |
12,260
+268
| +2% | +$26K | 0.28% | 52 |
|
|
2024
Q3 | $1.21M | Sell |
11,992
-82
| -0.7% | -$8.3K | 0.28% | 52 |
|
|
2024
Q2 | $1.17M | Buy |
12,074
+8,389
| +228% | +$814K | 0.32% | 49 |
|
|
2024
Q1 | $361K | Buy |
+3,685
| New | +$361K | 0.1% | 93 |
|