CWA
Canvas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,145
| Closed | -$201K | – | 150 |
|
|
2022
Q3 | $201K | Sell |
4,145
-1,014
| -20% | -$49.2K | 0.09% | 121 |
|
|
2022
Q2 | $257K | Sell |
5,159
-4,614
| -47% | -$230K | 0.1% | 109 |
|
|
2022
Q1 | $496K | Sell |
9,773
-2,772
| -22% | -$141K | 0.18% | 89 |
|
|
2021
Q4 | $684K | Sell |
12,545
-2,592
| -17% | -$141K | 0.25% | 75 |
|
|
2021
Q3 | $833K | Buy |
15,137
+4,552
| +43% | +$251K | 0.34% | 59 |
|
|
2021
Q2 | $583K | Sell |
10,585
-366
| -3% | -$20.2K | 0.26% | 68 |
|
|
2021
Q1 | $602K | Buy |
+10,951
| New | +$602K | 0.35% | 62 |
|