BRWA
B. Riley Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
+17,956
| New | +$917K | 0.04% | 361 |
|
|
2024
Q4 | – | Sell |
-7,452
| Closed | -$386K | – | 1206 |
|
|
2024
Q3 | $386K | Sell |
7,452
-159
| -2% | -$8.24K | 0.01% | 846 |
|
|
2024
Q2 | $380K | Buy |
+7,611
| New | +$380K | 0.01% | 929 |
|
|
2023
Q3 | – | Sell |
-6,981
| Closed | -$344K | – | 1578 |
|
|
2023
Q2 | $344K | Buy |
+6,981
| New | +$344K | 0.01% | 1045 |
|
|
2022
Q2 | – | Sell |
-4,400
| Closed | -$230K | – | 1299 |
|
|
2022
Q1 | $230K | Sell |
4,400
-867
| -16% | -$45.3K | 0.01% | 1147 |
|
|
2021
Q4 | $288K | Sell |
5,267
-135
| -2% | -$7.38K | 0.01% | 1098 |
|
|
2021
Q3 | $298K | Sell |
5,402
-48
| -0.9% | -$2.65K | 0.01% | 1042 |
|
|
2021
Q2 | $301K | Buy |
5,450
+61
| +1% | +$3.37K | 0.01% | 1017 |
|
|
2021
Q1 | $296K | Sell |
5,389
-105,001
| -95% | -$5.77M | 0.01% | 1007 |
|
|
2020
Q4 | $6.21M | Buy |
110,390
+9,792
| +10% | +$550K | 0.33% | 70 |
|
|
2020
Q3 | $5.6M | Buy |
100,598
+2,336
| +2% | +$130K | 0.3% | 84 |
|
|
2020
Q2 | $5.47M | Buy |
98,262
+1,551
| +2% | +$86.4K | 0.37% | 69 |
|
|
2020
Q1 | $5.29M | Buy |
96,711
+5,813
| +6% | +$318K | 0.45% | 47 |
|
|
2019
Q4 | $4.98M | Buy |
90,898
+4,847
| +6% | +$266K | 0.42% | 51 |
|
|
2019
Q3 | $4.8M | Buy |
86,051
+81,804
| +1,926% | +$4.56M | 0.47% | 41 |
|
|
2019
Q2 | $232K | Buy |
+4,247
| New | +$232K | 0.03% | 663 |
|