BSWA
Bromfield Sneider Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.06M | Buy |
61,248
+6,880
| +13% | +$344K | 1.89% | 12 |
|
|
2023
Q4 | $2.71M | Buy |
54,368
+9,098
| +20% | +$453K | 1.83% | 12 |
|
|
2023
Q3 | $2.21M | Buy |
45,270
+32,280
| +248% | +$1.57M | 1.66% | 12 |
|
|
2023
Q2 | $640K | Buy |
12,990
+2,025
| +18% | +$99.8K | 0.51% | 19 |
|
|
2023
Q1 | $537K | Buy |
10,965
+3,500
| +47% | +$171K | 0.45% | 21 |
|
|
2022
Q4 | $355K | Hold |
7,465
| – | – | 0.33% | 23 |
|
|
2022
Q3 | $361K | Hold |
7,465
| – | – | 0.43% | 20 |
|
|
2022
Q2 | $372K | Buy |
7,465
+1,965
| +36% | +$97.9K | 0.45% | 21 |
|
|
2022
Q1 | $287K | Buy |
5,500
+750
| +16% | +$39.1K | 0.3% | 21 |
|
|
2021
Q4 | $259K | Buy |
+4,750
| New | +$259K | 0.26% | 22 |
|