SWM
Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
+284,771
| New | +$14.5M | 0.52% | 43 |
|
|
2025
Q1 | – | Sell |
-200
| Closed | -$9.98K | – | 2528 |
|
|
2024
Q4 | $9.98K | Hold |
200
| – | – | ﹤0.01% | 1830 |
|
|
2024
Q3 | $10.4K | Hold |
200
| – | – | ﹤0.01% | 1616 |
|
|
2024
Q2 | $9.98K | Sell |
200
-175
| -47% | -$8.74K | ﹤0.01% | 1632 |
|
|
2024
Q1 | $18.7K | Hold |
375
| – | – | ﹤0.01% | 1537 |
|
|
2023
Q4 | $18.5K | Sell |
375
-2,000
| -84% | -$98.5K | ﹤0.01% | 1563 |
|
|
2023
Q3 | $116K | Sell |
2,375
-729
| -23% | -$35.6K | ﹤0.01% | 903 |
|
|
2023
Q2 | $153K | Sell |
3,104
-175
| -5% | -$8.63K | 0.01% | 814 |
|
|
2023
Q1 | $161K | Buy |
3,279
+3,104
| +1,774% | +$152K | 0.01% | 800 |
|
|
2022
Q4 | $8K | Buy |
+175
| New | +$8K | ﹤0.01% | 1693 |
|
|
2022
Q3 | – | Sell |
-32,742
| Closed | -$1.63M | – | 2373 |
|
|
2022
Q2 | $1.63M | Buy |
32,742
+8,859
| +37% | +$441K | 0.07% | 235 |
|
|
2022
Q1 | $1.25M | Sell |
23,883
-1,455
| -6% | -$75.8K | 0.03% | 345 |
|
|
2021
Q4 | $1.38M | Buy |
25,338
+22
| +0.1% | +$1.2K | 0.03% | 383 |
|
|
2021
Q3 | $1.39M | Buy |
25,316
+1,122
| +5% | +$61.7K | 0.04% | 339 |
|
|
2021
Q2 | $1.33M | Sell |
24,194
-1,422
| -6% | -$78.3K | 0.04% | 358 |
|
|
2021
Q1 | $992K | Buy |
+25,616
| New | +$992K | 0.03% | 442 |
|