Balboa Wealth Partners’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
2023
Q3
Sell
-8,093
Closed -$399K 296
2023
Q2
$399K Buy
8,093
+2,485
+44% +$122K 0.14% 131
2023
Q1
$275K Buy
+5,608
New +$275K 0.1% 174