Belpointe Asset 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,660
| Closed | -$233K | – | 982 |
|
2025
Q1 | $233K | Buy |
+4,660
| New | +$233K | 0.01% | 800 |
|
2023
Q2 | – | Sell |
-2,089
| Closed | -$102K | – | 1823 |
|
2023
Q1 | $102K | Sell |
2,089
-176
| -8% | -$8.62K | 0.01% | 1292 |
|
2022
Q4 | $108K | Sell |
2,265
-2,513
| -53% | -$120K | 0.01% | 1197 |
|
2022
Q3 | $231K | Sell |
4,778
-89
| -2% | -$4.3K | 0.02% | 774 |
|
2022
Q2 | $243K | Buy |
+4,867
| New | +$243K | 0.02% | 750 |
|
2022
Q1 | – | Sell |
-3,079
| Closed | -$168K | – | 1258 |
|
2021
Q4 | $168K | Buy |
+3,079
| New | +$168K | 0.01% | 964 |
|