CCFM
Clear Creek Financial 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 | $4.35M | Buy |
85,200
+76,138
| +840% | +$3.89M | 0.41% | 50 |
|
2025
Q1 | $453K | Buy |
9,062
+2,482
| +38% | +$124K | 0.05% | 323 |
|
2024
Q4 | $328K | Sell |
6,580
-51,094
| -89% | -$2.55M | 0.04% | 363 |
|
2024
Q3 | $2.99M | Buy |
+57,674
| New | +$2.99M | 0.34% | 64 |
|
2024
Q2 | – | Sell |
-50,427
| Closed | -$2.52M | – | 451 |
|
2024
Q1 | $2.52M | Buy |
+50,427
| New | +$2.52M | 0.32% | 67 |
|
2023
Q3 | – | Sell |
-27,859
| Closed | -$1.37M | – | 330 |
|
2023
Q2 | $1.37M | Buy |
27,859
+7,803
| +39% | +$385K | 0.24% | 80 |
|
2023
Q1 | $982K | Buy |
+20,056
| New | +$982K | 0.19% | 103 |
|
2021
Q3 | – | Sell |
-14,342
| Closed | -$790K | – | 346 |
|
2021
Q2 | $790K | Buy |
14,342
+2,682
| +23% | +$148K | 0.12% | 144 |
|
2021
Q1 | $643K | Sell |
11,660
-59,126
| -84% | -$3.26M | 1.29% | 26 |
|
2020
Q4 | $3.98M | Buy |
+70,786
| New | +$3.98M | 0.77% | 33 |
|
2020
Q3 | – | Sell |
-9,046
| Closed | -$503K | – | 162 |
|
2020
Q2 | $503K | Sell |
9,046
-6,145
| -40% | -$342K | 0.13% | 114 |
|
2020
Q1 | $842K | Sell |
15,191
-18,592
| -55% | -$1.03M | 0.32% | 48 |
|
2019
Q4 | $1.86M | Buy |
33,783
+5,569
| +20% | +$307K | 0.73% | 26 |
|
2019
Q3 | $1.56M | Sell |
28,214
-11,296
| -29% | -$623K | 0.75% | 22 |
|
2019
Q2 | $2.15M | Buy |
+39,510
| New | +$2.15M | 0.92% | 21 |
|