EWS
Evergreen Wealth Solutions’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,800
| Closed | -$335K | – | 108 |
|
|
2023
Q2 | $335K | Buy |
6,800
+2,262
| +50% | +$111K | 0.34% | 73 |
|
|
2023
Q1 | $222K | Buy |
+4,538
| New | +$222K | 0.26% | 92 |
|
|
2022
Q4 | – | Sell |
-6,695
| Closed | -$324K | – | 96 |
|
|
2022
Q3 | $324K | Sell |
6,695
-480
| -7% | -$23.2K | 0.46% | 66 |
|
|
2022
Q2 | $357K | Buy |
7,175
+2,785
| +63% | +$139K | 0.44% | 73 |
|
|
2022
Q1 | $229K | Sell |
4,390
-2,110
| -32% | -$110K | 0.22% | 89 |
|
|
2021
Q4 | $354K | Buy |
+6,500
| New | +$354K | 0.32% | 68 |
|