SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-89
| Closed | -$4K | – | 385 |
|
|
2022
Q3 | $4K | Hold |
89
| – | – | ﹤0.01% | 612 |
|
|
2022
Q2 | $4K | Hold |
89
| – | – | ﹤0.01% | 647 |
|
|
2022
Q1 | $5K | Hold |
89
| – | – | ﹤0.01% | 597 |
|
|
2021
Q4 | $5K | Hold |
89
| – | – | ﹤0.01% | 547 |
|
|
2021
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 491 |
|
|
2021
Q2 | $5K | Buy |
+89
| New | +$5K | ﹤0.01% | 403 |
|