BSWM
Boston Standard 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 | $36.5M | Buy |
714,668
+120,106
| +20% | +$6.14M | 6.58% | 4 |
|
|
2025
Q1 | $29.7M | Sell |
594,562
-95,776
| -14% | -$4.78M | 6.52% | 4 |
|
|
2024
Q4 | $34.5M | Buy |
690,338
+51,334
| +8% | +$2.56M | 6.7% | 3 |
|
|
2024
Q3 | $33.1M | Buy |
639,004
+44,442
| +7% | +$2.3M | 6.45% | 4 |
|
|
2024
Q2 | $29.7M | Buy |
594,562
+27,214
| +5% | +$1.36M | 6.52% | 4 |
|
|
2024
Q1 | $28.3M | Buy |
567,348
+48,517
| +9% | +$2.42M | 6.42% | 4 |
|
|
2023
Q4 | $25.3M | Hold |
518,831
| – | – | 6.68% | 4 |
|
|
2023
Q3 | $25.3M | Buy |
518,831
+10,911
| +2% | +$532K | 6.68% | 4 |
|
|
2023
Q2 | $25M | Buy |
507,920
+27,571
| +6% | +$1.36M | 6.4% | 4 |
|
|
2023
Q1 | $23.5M | Sell |
480,349
-13,519
| -3% | -$662K | 6.75% | 4 |
|
|
2022
Q4 | $23.5M | Buy |
493,868
+21,712
| +5% | +$1.03M | 6.97% | 4 |
|
|
2022
Q3 | $22.8M | Sell |
472,156
-18,057
| -4% | -$873K | 7.67% | 4 |
|
|
2022
Q2 | $24.6M | Buy |
490,213
+294
| +0.1% | +$14.8K | 7.92% | 4 |
|
|
2022
Q1 | $25.5M | Buy |
489,919
+9,707
| +2% | +$506K | 7.32% | 4 |
|
|
2021
Q4 | $26.2M | Buy |
480,212
+21,695
| +5% | +$1.18M | 7.3% | 4 |
|
|
2021
Q3 | $25.2M | Buy |
458,517
+19,617
| +4% | +$1.08M | 7.54% | 4 |
|
|
2021
Q2 | $24.2M | Buy |
438,900
+32,098
| +8% | +$1.77M | 7.32% | 4 |
|
|
2021
Q1 | $22.3M | Buy |
406,802
+70,003
| +21% | +$3.84M | 7.27% | 5 |
|
|
2020
Q4 | $18.9M | Buy |
336,799
+21,350
| +7% | +$1.2M | 7.05% | 5 |
|
|
2020
Q3 | $17.6M | Buy |
315,449
+7,229
| +2% | +$402K | 7.4% | 5 |
|
|
2020
Q2 | $17.2M | Buy |
308,220
+3,658
| +1% | +$204K | 7.75% | 5 |
|
|
2020
Q1 | $16.6M | Buy |
304,562
+6,149
| +2% | +$335K | 9.01% | 3 |
|
|
2019
Q4 | $16.4M | Buy |
298,413
+4,233
| +1% | +$232K | 7.3% | 5 |
|
|
2019
Q3 | $16.4M | Buy |
294,180
+13,228
| +5% | +$738K | 7.91% | 4 |
|
|
2019
Q2 | $15.3M | Buy |
280,952
+10,133
| +4% | +$553K | 7.49% | 5 |
|
|
2019
Q1 | $14.4M | Buy |
270,819
+6,565
| +2% | +$349K | 7.49% | 5 |
|
|
2018
Q4 | $13.8M | Buy |
264,254
+5,271
| +2% | +$275K | 8.21% | 4 |
|
|
2018
Q3 | $13.5M | Buy |
+258,983
| New | +$13.5M | 7.33% | 5 |
|
|
2018
Q1 | $11.2M | Buy |
213,460
+19,604
| +10% | +$1.03M | 7.03% | 5 |
|
|
2017
Q4 | $10.1M | Buy |
+193,856
| New | +$10.1M | 6.42% | 5 |
|