CWM
Comprehensive 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 | $2.76M | Buy |
54,097
+2,872
| +6% | +$147K | 2.23% | 9 |
|
|
2025
Q1 | $2.56M | Buy |
51,225
+2,213
| +5% | +$111K | 1.78% | 7 |
|
|
2024
Q4 | $2.45M | Buy |
49,012
+3,745
| +8% | +$187K | 1.83% | 6 |
|
|
2024
Q3 | $2.35M | Buy |
45,267
+1,528
| +3% | +$79.2K | 1.52% | 6 |
|
|
2024
Q2 | $2.18M | Sell |
43,739
-30,071
| -41% | -$1.5M | 1.6% | 5 |
|
|
2024
Q1 | $3.69M | Buy |
73,810
+20,854
| +39% | +$1.04M | 2.87% | 5 |
|
|
2023
Q4 | $2.64M | Buy |
52,956
+25,223
| +91% | +$1.26M | 2.38% | 8 |
|
|
2023
Q3 | $1.35M | Buy |
27,733
+6,359
| +30% | +$310K | 1.27% | 12 |
|
|
2023
Q2 | $1.05M | Buy |
+21,374
| New | +$1.05M | 0.91% | 13 |
|