YWM
Yoder 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,052
| Closed | -$208K | – | 111 |
|
|
2024
Q3 | $208K | Buy |
+2,052
| New | +$208K | 0.12% | 107 |
|
|
2024
Q2 | – | Sell |
-2,052
| Closed | -$201K | – | 104 |
|
|
2024
Q1 | $201K | Sell |
2,052
-186
| -8% | -$18.2K | 0.13% | 104 |
|
|
2023
Q4 | $222K | Sell |
2,238
-445
| -17% | -$44.2K | 0.16% | 89 |
|
|
2023
Q3 | $252K | Sell |
2,683
-945
| -26% | -$88.9K | 0.21% | 65 |
|
|
2023
Q2 | $355K | Sell |
3,628
-315
| -8% | -$30.9K | 0.28% | 57 |
|
|
2023
Q1 | $393K | Buy |
+3,943
| New | +$393K | 0.33% | 53 |
|