Arkadios Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
+6,067
| New | +$310K | 0.01% | 1014 |
|
|
2021
Q4 | – | Sell |
-653
| Closed | -$35K | – | 1110 |
|
|
2021
Q3 | $35K | Sell |
653
-5
| -0.8% | -$268 | 0.01% | 1005 |
|
|
2021
Q2 | $36K | Sell |
658
-115
| -15% | -$6.29K | ﹤0.01% | 1048 |
|
|
2021
Q1 | $42K | Sell |
773
-474
| -38% | -$25.8K | 0.01% | 736 |
|
|
2020
Q4 | $70K | Buy |
+1,247
| New | +$70K | 0.01% | 495 |
|
|
2020
Q2 | – | Sell |
-15
| Closed | -$824 | – | 1040 |
|
|
2020
Q1 | $824 | Hold |
15
| – | – | ﹤0.01% | 983 |
|
|
2019
Q4 | $837 | Buy |
+15
| New | +$837 | ﹤0.01% | 908 |
|