SPA
Sentinel Pension 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
Q1 | – | Sell |
-3,692
| Closed | -$201K | – | 97 |
|
|
2021
Q4 | $201K | Buy |
3,692
+20
| +0.5% | +$1.09K | 0.06% | 97 |
|
|
2021
Q3 | $202K | Hold |
3,672
| – | – | 0.07% | 83 |
|
|
2021
Q2 | $202K | Hold |
3,672
| – | – | 0.07% | 87 |
|
|
2021
Q1 | $201K | Sell |
3,672
-90
| -2% | -$4.93K | 0.07% | 66 |
|
|
2020
Q4 | $211K | Buy |
3,762
+6
| +0.2% | +$337 | 0.08% | 72 |
|
|
2020
Q3 | $209K | Buy |
3,756
+9
| +0.2% | +$501 | 0.08% | 78 |
|
|
2020
Q2 | $209K | Sell |
3,747
-140
| -4% | -$7.81K | 0.09% | 70 |
|
|
2020
Q1 | $213K | Sell |
3,887
-20,542
| -84% | -$1.13M | 0.1% | 66 |
|
|
2019
Q4 | $1.34M | Buy |
+24,429
| New | +$1.34M | 0.87% | 25 |
|