Burns Matteson Capital 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 | $702K | Sell |
13,745
-110
| -0.8% | -$5.62K | 0.34% | 47 |
|
2025
Q1 | $693K | Sell |
13,855
-28
| -0.2% | -$1.4K | 0.37% | 45 |
|
2024
Q4 | $693K | Sell |
13,883
-144
| -1% | -$7.19K | 0.39% | 51 |
|
2024
Q3 | $727K | Sell |
14,027
-733
| -5% | -$38K | 0.41% | 50 |
|
2024
Q2 | $737K | Sell |
14,760
-1,248
| -8% | -$62.3K | 0.46% | 45 |
|
2024
Q1 | $800K | Sell |
16,008
-4,080
| -20% | -$204K | 0.52% | 40 |
|
2023
Q4 | $1M | Sell |
20,088
-1,289
| -6% | -$64.2K | 0.7% | 26 |
|
2023
Q3 | $1.04M | Sell |
21,377
-152
| -0.7% | -$7.42K | 0.66% | 28 |
|
2023
Q2 | $1.06M | Sell |
21,529
-183
| -0.8% | -$9.02K | 0.65% | 28 |
|
2023
Q1 | $1.06M | Buy |
21,712
+8,944
| +70% | +$438K | 0.68% | 25 |
|
2022
Q4 | $607K | Buy |
+12,768
| New | +$607K | 0.4% | 75 |
|