9258 Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $3.01M | Sell |
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|
2024
Q1 | $3.41M | Buy |
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|
2023
Q4 | $3.39M | Buy |
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|
2023
Q3 | $3.15M | Sell |
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|
2023
Q2 | $3.23M | Buy |
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|
2023
Q1 | $2.88M | Buy |
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|
2022
Q4 | $2.64M | Buy |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $964K | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $980K | Buy |
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|
2021
Q2 | $809K | Buy |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q4 | $208K | Sell |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $242K | Hold |
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|
2020
Q1 | $240K | Sell |
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|
2019
Q4 | $498K | Buy |
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