MFM
Mirsky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6.8M | Buy |
124,679
+3,344
| +3% | +$182K | 2.81% | 13 |
|
|
2021
Q3 | $6.68M | Buy |
121,335
+2,957
| +2% | +$163K | 2.98% | 13 |
|
|
2021
Q2 | $6.52M | Buy |
118,378
+22,995
| +24% | +$1.27M | 2.9% | 13 |
|
|
2021
Q1 | $5.23M | Buy |
95,383
+9,457
| +11% | +$519K | 2.43% | 17 |
|
|
2020
Q4 | $4.83M | Buy |
85,926
+4,630
| +6% | +$260K | 2.48% | 18 |
|
|
2020
Q3 | $4.53M | Buy |
81,296
+2,771
| +4% | +$154K | 2.56% | 15 |
|
|
2020
Q2 | $4.37M | Buy |
78,525
+15,550
| +25% | +$866K | 2.63% | 14 |
|
|
2020
Q1 | $3.44M | Buy |
62,975
+5,003
| +9% | +$274K | 2.43% | 16 |
|
|
2019
Q4 | $3.18M | Buy |
57,972
+3,534
| +6% | +$194K | 2.06% | 17 |
|
|
2019
Q3 | $3.04M | Buy |
54,438
+432
| +0.8% | +$24.1K | 2.18% | 16 |
|
|
2019
Q2 | $2.94M | Buy |
54,006
+1,721
| +3% | +$93.8K | 2.21% | 18 |
|
|
2019
Q1 | $2.8M | Sell |
52,285
-7,409
| -12% | -$396K | 2.17% | 18 |
|
|
2018
Q4 | $3.12M | Buy |
+59,694
| New | +$3.12M | 2.74% | 13 |
|