SHFA
SC&H Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,760
| Closed | -$230K | – | 130 |
|
|
2022
Q3 | $230K | Sell |
4,760
-267
| -5% | -$12.9K | 0.12% | 116 |
|
|
2022
Q2 | $250K | Sell |
5,027
-16,651
| -77% | -$828K | 0.12% | 124 |
|
|
2022
Q1 | $1.13M | Buy |
21,678
+15,565
| +255% | +$811K | 0.54% | 40 |
|
|
2021
Q4 | $333K | Buy |
+6,113
| New | +$333K | 0.18% | 114 |
|