Atlas Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,365
| Closed | -$185K | – | 226 |
|
|
2021
Q1 | $185K | Sell |
3,365
-882
| -21% | -$48.5K | 0.12% | 121 |
|
|
2020
Q4 | $239K | Buy |
4,247
+121
| +3% | +$6.81K | 0.17% | 107 |
|
|
2020
Q3 | $230K | Buy |
4,126
+110
| +3% | +$6.13K | 0.18% | 102 |
|
|
2020
Q2 | $224K | Sell |
4,016
-342
| -8% | -$19.1K | 0.18% | 102 |
|
|
2020
Q1 | $238K | Buy |
4,358
+280
| +7% | +$15.3K | 0.22% | 95 |
|
|
2019
Q4 | $223K | Buy |
+4,078
| New | +$223K | 0.17% | 118 |
|