Avaii 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,827
| Closed | -$391K | – | 139 |
|
|
2024
Q2 | $391K | Buy |
7,827
+9
| +0.1% | +$449 | 0.22% | 83 |
|
|
2024
Q1 | $391K | Buy |
7,818
+1,097
| +16% | +$54.8K | 0.23% | 81 |
|
|
2023
Q4 | $335K | Buy |
6,721
+1,422
| +27% | +$70.8K | 0.22% | 98 |
|
|
2023
Q3 | $258K | Buy |
5,299
+764
| +17% | +$37.3K | 0.2% | 108 |
|
|
2023
Q2 | $224K | Sell |
4,535
-233
| -5% | -$11.5K | 0.17% | 131 |
|
|
2023
Q1 | $233K | Buy |
+4,768
| New | +$233K | 0.2% | 115 |
|