SPWM
Spartan Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.24K | Hold |
45
| – | – | ﹤0.01% | 172 |
|
|
2023
Q3 | $2.2K | Buy |
+45
| New | +$2.2K | ﹤0.01% | 113 |
|
|
2022
Q4 | $1.28M | Buy |
27,004
+10,612
| +65% | +$505K | 1.6% | 11 |
|
|
2022
Q3 | $792K | Buy |
16,392
+1,224
| +8% | +$59.1K | 1.04% | 13 |
|
|
2022
Q2 | $756K | Sell |
15,168
-832
| -5% | -$41.5K | 1.01% | 11 |
|
|
2022
Q1 | $834K | Buy |
+16,000
| New | +$834K | 1.04% | 19 |
|