BAM
Baldrige Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $233K | Hold |
4,764
| – | – | 0.1% | 104 |
|
|
2022
Q4 | $227K | Sell |
4,764
-338
| -7% | -$16.1K | 0.1% | 100 |
|
|
2022
Q3 | $247K | Hold |
5,102
| – | – | 0.12% | 96 |
|
|
2022
Q2 | $254K | Buy |
5,102
+780
| +18% | +$38.8K | 0.12% | 95 |
|
|
2022
Q1 | $225K | Buy |
4,322
+1,445
| +50% | +$75.2K | 0.09% | 105 |
|
|
2021
Q4 | $157K | Buy |
2,877
+5
| +0.2% | +$273 | 0.06% | 116 |
|
|
2021
Q3 | $158K | Buy |
2,872
+114
| +4% | +$6.27K | 0.07% | 110 |
|
|
2021
Q2 | $152K | Buy |
+2,758
| New | +$152K | 0.07% | 112 |
|