SWG
Summit Wealth Group’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 | $3.59M | Sell |
70,315
-1,972
| -3% | -$101K | 0.92% | 27 |
|
|
2025
Q1 | $3.61M | Sell |
72,287
-2,608
| -3% | -$130K | 1.06% | 25 |
|
|
2024
Q4 | $3.74M | Buy |
74,895
+2,871
| +4% | +$143K | 1.08% | 24 |
|
|
2024
Q3 | $3.73M | Sell |
72,024
-2,251
| -3% | -$117K | 1.08% | 25 |
|
|
2024
Q2 | $3.71M | Sell |
74,275
-2,166
| -3% | -$108K | 1.11% | 21 |
|
|
2024
Q1 | $3.82M | Sell |
76,441
-1,240
| -2% | -$61.9K | 2.6% | 10 |
|
|
2023
Q4 | $3.87M | Buy |
77,681
+54,629
| +237% | +$2.72M | 3.03% | 9 |
|
|
2023
Q3 | $1.12M | Sell |
23,052
-729
| -3% | -$35.5K | 1% | 16 |
|
|
2023
Q2 | $1.17M | Sell |
23,781
-1,236,378
| -98% | -$60.9M | 0.47% | 31 |
|
|
2023
Q1 | $26K | Buy |
1,260,159
+1,180,333
| +1,479% | +$24.4K | 0.62% | 27 |
|
|
2022
Q4 | $3.8M | Buy |
+79,826
| New | +$3.8M | 4.01% | 9 |
|