CWA
Clarus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,756
| Closed | -$384K | – | 116 |
|
|
2024
Q4 | $384K | Sell |
7,756
-135
| -2% | -$6.68K | 0.19% | 86 |
|
|
2024
Q3 | $407K | Sell |
7,891
-91
| -1% | -$4.69K | 0.21% | 85 |
|
|
2024
Q2 | $400K | Buy |
7,982
+310
| +4% | +$15.5K | 0.21% | 85 |
|
|
2024
Q1 | $380K | Buy |
7,672
+103
| +1% | +$5.1K | 0.22% | 88 |
|
|
2023
Q4 | $372K | Buy |
+7,569
| New | +$372K | 0.22% | 84 |
|
|
2023
Q2 | $371K | Sell |
7,591
-235
| -3% | -$11.5K | 0.23% | 87 |
|
|
2023
Q1 | $385K | Buy |
7,826
+832
| +12% | +$40.9K | 0.24% | 84 |
|
|
2022
Q4 | $337K | Buy |
6,994
+827
| +13% | +$39.8K | 0.22% | 91 |
|
|
2022
Q3 | $297K | Buy |
6,167
+45
| +0.7% | +$2.17K | 0.21% | 87 |
|
|
2022
Q2 | $306K | Buy |
6,122
+30
| +0.5% | +$1.5K | 0.22% | 79 |
|
|
2022
Q1 | $313K | Sell |
6,092
-846
| -12% | -$43.5K | 0.19% | 82 |
|
|
2021
Q4 | $375K | Sell |
6,938
-1,781
| -20% | -$96.3K | 0.22% | 72 |
|
|
2021
Q3 | $479K | Sell |
8,719
-93
| -1% | -$5.11K | 0.29% | 52 |
|
|
2021
Q2 | $488K | Sell |
8,812
-23
| -0.3% | -$1.27K | 0.31% | 53 |
|
|
2021
Q1 | $485K | Buy |
8,835
+1,161
| +15% | +$63.7K | 0.3% | 61 |
|
|
2020
Q4 | $429K | Buy |
7,674
+9
| +0.1% | +$503 | 0.29% | 66 |
|
|
2020
Q3 | $427K | Buy |
7,665
+125
| +2% | +$6.96K | 0.33% | 60 |
|
|
2020
Q2 | $419K | Buy |
7,540
+631
| +9% | +$35.1K | 0.35% | 60 |
|
|
2020
Q1 | $378K | Sell |
6,909
-372
| -5% | -$20.4K | 0.38% | 76 |
|
|
2019
Q4 | $400K | Sell |
7,281
-716
| -9% | -$39.3K | 0.26% | 94 |
|
|
2019
Q3 | $446K | Buy |
7,997
+584
| +8% | +$32.6K | 0.33% | 74 |
|
|
2019
Q2 | $404K | Buy |
+7,413
| New | +$404K | 0.29% | 60 |
|