LWP
Laurel Wealth Planning’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
Q1 | – | Sell |
-2,980
| Closed | -$142K | – | 114 |
|
|
2022
Q4 | $142K | Sell |
2,980
-553
| -16% | -$26.3K | 0.09% | 70 |
|
|
2022
Q3 | $171K | Sell |
3,533
-117
| -3% | -$5.66K | 0.13% | 59 |
|
|
2022
Q2 | $182K | Sell |
3,650
-6,738
| -65% | -$336K | 0.13% | 64 |
|
|
2022
Q1 | $542K | Buy |
10,388
+2,696
| +35% | +$141K | 0.37% | 47 |
|
|
2021
Q4 | $419K | Sell |
7,692
-4,615
| -37% | -$251K | 0.32% | 48 |
|
|
2021
Q3 | $677K | Sell |
12,307
-1,155
| -9% | -$63.5K | 0.55% | 36 |
|
|
2021
Q2 | $742K | Sell |
13,462
-321
| -2% | -$17.7K | 0.65% | 31 |
|
|
2021
Q1 | $756K | Buy |
13,783
+813
| +6% | +$44.6K | 0.69% | 31 |
|
|
2020
Q4 | $729K | Buy |
+12,970
| New | +$729K | 0.71% | 30 |
|