WIA
World Investment 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 | $28M | Buy |
282,254
+16,244
| +6% | +$1.61M | 0.64% | 29 |
|
|
2025
Q1 | $26.3M | Sell |
266,010
-146,857
| -36% | -$14.5M | 0.68% | 27 |
|
|
2024
Q4 | $40M | Buy |
412,867
+96,515
| +31% | +$9.35M | 1.09% | 13 |
|
|
2024
Q3 | $32M | Buy |
316,352
+299,854
| +1,818% | +$30.4M | 1% | 12 |
|
|
2024
Q2 | $1.6M | Sell |
16,498
-6,174
| -27% | -$599K | 0.1% | 187 |
|
|
2024
Q1 | $2.22M | Sell |
22,672
-8,126
| -26% | -$796K | 0.32% | 78 |
|
|
2023
Q4 | $3.06M | Buy |
30,798
+17,185
| +126% | +$1.71M | 0.4% | 58 |
|
|
2023
Q3 | $1.28M | Buy |
13,613
+689
| +5% | +$64.8K | 0.25% | 76 |
|
|
2023
Q2 | $1.27M | Buy |
12,924
+2,137
| +20% | +$209K | 0.24% | 73 |
|
|
2023
Q1 | $1.07M | Sell |
10,787
-5,401
| -33% | -$538K | 0.22% | 77 |
|
|
2022
Q4 | $1.57M | Buy |
16,188
+5,502
| +51% | +$534K | 0.36% | 54 |
|
|
2022
Q3 | $1.03M | Buy |
10,686
+5
| +0% | +$481 | 0.24% | 68 |
|
|
2022
Q2 | $1.11M | Buy |
10,681
+3,173
| +42% | +$329K | 0.23% | 69 |
|
|
2022
Q1 | $804K | Buy |
7,508
+850
| +13% | +$91K | 0.17% | 101 |
|
|
2021
Q4 | $728K | Sell |
6,658
-2,009
| -23% | -$220K | 0.15% | 110 |
|
|
2021
Q3 | $995K | Buy |
8,667
+338
| +4% | +$38.8K | 0.23% | 79 |
|
|
2021
Q2 | $961K | Sell |
8,329
-2,350
| -22% | -$271K | 0.22% | 77 |
|
|
2021
Q1 | $1.22M | Buy |
10,679
+815
| +8% | +$93K | 0.29% | 60 |
|
|
2020
Q4 | $1.15M | Buy |
9,864
+2,973
| +43% | +$347K | 0.29% | 63 |
|
|
2020
Q3 | $814K | Buy |
6,891
+1,921
| +39% | +$227K | 0.28% | 60 |
|
|
2020
Q2 | $590K | Buy |
4,970
+596
| +14% | +$70.8K | 0.21% | 73 |
|
|
2020
Q1 | $505K | Sell |
4,374
-1,652
| -27% | -$191K | 0.23% | 68 |
|
|
2019
Q4 | $677K | Sell |
6,026
-158
| -3% | -$17.8K | 0.26% | 58 |
|
|
2019
Q3 | $700K | Sell |
6,184
-10
| -0.2% | -$1.13K | 0.3% | 48 |
|
|
2019
Q2 | $695K | Sell |
6,194
-51,147
| -89% | -$5.74M | 0.31% | 46 |
|
|
2019
Q1 | $6.25M | Buy |
57,341
+1,120
| +2% | +$122K | 2.85% | 12 |
|
|
2018
Q4 | $6.03M | Buy |
+56,221
| New | +$6.03M | 2.7% | 11 |
|