CWM
Cahaba 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 | $26.6M | Sell |
519,957
-13,165
| -2% | -$673K | 2.06% | 11 |
|
|
2025
Q1 | $26.7M | Buy |
533,122
+17,053
| +3% | +$852K | 2.21% | 11 |
|
|
2024
Q4 | $25.8M | Buy |
516,069
+32,656
| +7% | +$1.63M | 2.13% | 10 |
|
|
2024
Q3 | $25.1M | Buy |
483,413
+11,284
| +2% | +$585K | 2.07% | 10 |
|
|
2024
Q2 | $23.6M | Buy |
472,129
+16,997
| +4% | +$848K | 2.08% | 11 |
|
|
2024
Q1 | $22.7M | Buy |
455,132
+10,400
| +2% | +$519K | 2.07% | 10 |
|
|
2023
Q4 | $22.1M | Buy |
444,732
+17,502
| +4% | +$872K | 2.2% | 10 |
|
|
2023
Q3 | $20.8M | Buy |
427,230
+12,952
| +3% | +$632K | 2.3% | 10 |
|
|
2023
Q2 | $20.4M | Buy |
414,278
+6,247
| +2% | +$308K | 2.21% | 10 |
|
|
2023
Q1 | $20M | Buy |
408,031
+8,258
| +2% | +$404K | 2.28% | 10 |
|
|
2022
Q4 | $19M | Buy |
399,773
+11,391
| +3% | +$542K | 2.36% | 10 |
|
|
2022
Q3 | $18.8M | Buy |
388,382
+369,084
| +1,913% | +$17.8M | 2.6% | 9 |
|
|
2022
Q2 | $961K | Sell |
19,298
-22,448
| -54% | -$1.12M | 0.14% | 46 |
|
|
2022
Q1 | $2.13M | Buy |
41,746
+6,104
| +17% | +$311K | 0.29% | 29 |
|
|
2021
Q4 | $1.94M | Buy |
35,642
+1,751
| +5% | +$95.5K | 0.26% | 30 |
|
|
2021
Q3 | $1.86M | Buy |
33,891
+164
| +0.5% | +$9.02K | 0.27% | 27 |
|
|
2021
Q2 | $1.88M | Buy |
33,727
+5,725
| +20% | +$319K | 0.29% | 29 |
|
|
2021
Q1 | $1.54M | Buy |
28,002
+591
| +2% | +$32.4K | 0.24% | 34 |
|
|
2020
Q4 | $1.53M | Buy |
27,411
+15,934
| +139% | +$891K | 0.25% | 36 |
|
|
2020
Q3 | $638K | Buy |
11,477
+116
| +1% | +$6.45K | 0.13% | 49 |
|
|
2020
Q2 | $635K | Buy |
11,361
+4,833
| +74% | +$270K | 0.13% | 46 |
|
|
2020
Q1 | $357K | Buy |
+6,528
| New | +$357K | 0.09% | 53 |
|