HWM
Horizons 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 | $1.16M | Sell |
22,795
-799
| -3% | -$40.8K | 0.83% | 23 |
|
|
2025
Q1 | $1.18M | Buy |
23,594
+94
| +0.4% | +$4.7K | 0.88% | 23 |
|
|
2024
Q4 | $1.17M | Sell |
23,500
-1,161
| -5% | -$58K | 0.89% | 23 |
|
|
2024
Q3 | $1.28M | Buy |
24,661
+631
| +3% | +$32.7K | 0.98% | 22 |
|
|
2024
Q2 | $1.21M | Buy |
24,030
+60
| +0.3% | +$3.02K | 0.96% | 22 |
|
|
2024
Q1 | $1.19M | Hold |
23,970
| – | – | 0.78% | 21 |
|
|
2023
Q4 | $1.19M | Buy |
23,970
+7,277
| +44% | +$362K | 0.78% | 21 |
|
|
2023
Q3 | $814K | Buy |
16,693
+550
| +3% | +$26.8K | 0.59% | 24 |
|
|
2023
Q2 | $796K | Buy |
16,143
+164
| +1% | +$8.08K | 0.56% | 27 |
|
|
2023
Q1 | $782K | Buy |
15,979
+1,172
| +8% | +$57.4K | 0.57% | 27 |
|
|
2022
Q4 | $704K | Sell |
14,807
-177
| -1% | -$8.42K | 0.56% | 26 |
|
|
2022
Q3 | $724K | Hold |
14,984
| – | – | 0.67% | 20 |
|
|
2022
Q2 | $761K | Buy |
+14,984
| New | +$761K | 0.62% | 22 |
|