BWM
Blossom Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
29,902
+3,758
| +14% | +$192K | 2.71% | 9 |
|
|
2025
Q1 | $1.31M | Buy |
26,144
+3,626
| +16% | +$181K | 2.63% | 8 |
|
|
2024
Q4 | $1.12M | Buy |
22,518
+904
| +4% | +$45.1K | 2.16% | 9 |
|
|
2024
Q3 | $1.12M | Buy |
21,614
+909
| +4% | +$47.1K | 2.26% | 10 |
|
|
2024
Q2 | $1.03M | Buy |
20,705
+1,252
| +6% | +$62.5K | 2.25% | 10 |
|
|
2024
Q1 | $972K | Buy |
19,453
+42
| +0.2% | +$2.1K | 2.34% | 9 |
|
|
2023
Q4 | $967K | Sell |
19,411
-513
| -3% | -$25.5K | 2.61% | 9 |
|
|
2023
Q3 | $972K | Buy |
19,924
+202
| +1% | +$9.85K | 3.11% | 8 |
|
|
2023
Q2 | $972K | Buy |
19,722
+2,291
| +13% | +$113K | 3.56% | 7 |
|
|
2023
Q1 | $853K | Sell |
17,431
-1,357
| -7% | -$66.4K | 3.47% | 6 |
|
|
2022
Q4 | $893K | Buy |
18,788
+1,568
| +9% | +$74.6K | 4.31% | 5 |
|
|
2022
Q3 | $832K | Buy |
17,220
+104
| +0.6% | +$5.03K | 4.68% | 6 |
|
|
2022
Q2 | $853K | Buy |
17,116
+370
| +2% | +$18.4K | 4.32% | 6 |
|
|
2022
Q1 | $873K | Buy |
16,746
+2,498
| +18% | +$130K | 3.94% | 6 |
|
|
2021
Q4 | $777K | Buy |
14,248
+3,828
| +37% | +$209K | 3.83% | 7 |
|
|
2021
Q3 | $573K | Buy |
10,420
+1,089
| +12% | +$59.9K | 3.41% | 11 |
|
|
2021
Q2 | $514K | Buy |
9,331
+1,322
| +17% | +$72.8K | 3.87% | 10 |
|
|
2021
Q1 | $439K | Buy |
8,009
+3,966
| +98% | +$217K | 5.1% | 9 |
|
|
2020
Q4 | $227K | Buy |
+4,043
| New | +$227K | 5.08% | 10 |
|