Ownership history in Comprehensive Wealth Management, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Comprehensive Wealth Management, LLC reported a position in ISHARES TR (IAGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 33,071 | -35,533 | -51.8% | 0.98% | $1.7M | $49.90 |
| 2025 Q3 | ADDED | 68,604 | +14,507 | +26.8% | 2.49% | $3.5M | $49.60 |
| 2025 Q2 | ADDED | 54,097 | +2,872 | +5.6% | 2.23% | $2.8M | $49.46 |
| 2025 Q1 | ADDED | 51,225 | +2,213 | +4.5% | 1.78% | $2.6M | $48.40 |
| 2024 Q4 | ADDED | 49,012 | +3,745 | +8.3% | 1.83% | $2.4M | $48.33 |
| 2024 Q3 | ADDED | 45,267 | +1,528 | +3.5% | 1.52% | $2.3M | $48.12 |
| 2024 Q2 | REDUCED | 43,739 | -30,071 | -40.7% | 1.60% | $2.2M | $46.35 |
| 2024 Q1 | INITIATED | 73,810 | — | — | 2.87% | $3.7M | — |
As of 2025 Q4 — sorted by position size