WFA
WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
15,342
+411
| +3% | +$40.8K | 0.32% | 23 |
|
|
2025
Q1 | $1.48M | Sell |
14,931
-1,037
| -6% | -$103K | 0.34% | 22 |
|
|
2024
Q4 | $1.55M | Buy |
15,968
+490
| +3% | +$47.5K | 0.35% | 23 |
|
|
2024
Q3 | $1.57M | Buy |
15,478
+675
| +5% | +$68.4K | 0.35% | 23 |
|
|
2024
Q2 | $1.44M | Sell |
14,803
-11
| -0.1% | -$1.07K | 0.35% | 22 |
|
|
2024
Q1 | $1.45M | Buy |
14,814
+327
| +2% | +$32K | 0.36% | 22 |
|
|
2023
Q4 | $1.44M | Buy |
14,487
+171
| +1% | +$17K | 0.38% | 23 |
|
|
2023
Q3 | $1.35M | Buy |
14,316
+1,193
| +9% | +$112K | 0.39% | 22 |
|
|
2023
Q2 | $1.29M | Buy |
13,123
+325
| +3% | +$31.8K | 0.36% | 22 |
|
|
2023
Q1 | $1.28M | Sell |
12,798
-252
| -2% | -$25.1K | 0.38% | 21 |
|
|
2022
Q4 | $1.27M | Sell |
13,050
-23
| -0.2% | -$2.23K | 0.4% | 21 |
|
|
2022
Q3 | $1.26M | Buy |
13,073
+98
| +0.8% | +$9.44K | 0.43% | 21 |
|
|
2022
Q2 | $1.32M | Buy |
12,975
+257
| +2% | +$26.1K | 0.44% | 21 |
|
|
2022
Q1 | $1.36M | Buy |
12,718
+123
| +1% | +$13.2K | 0.39% | 22 |
|
|
2021
Q4 | $1.44M | Sell |
12,595
-138
| -1% | -$15.7K | 0.41% | 22 |
|
|
2021
Q3 | $1.46M | Buy |
+12,733
| New | +$1.46M | 0.45% | 22 |
|
|
2021
Q1 | $1.41M | Buy |
12,352
+640
| +5% | +$72.9K | 0.5% | 19 |
|
|
2020
Q4 | $1.38M | Buy |
+11,712
| New | +$1.38M | 0.54% | 17 |
|