Burt Wealth Advisors’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 | $4M | Buy |
78,344
+1,715
| +2% | +$87.6K | 0.92% | 23 |
|
|
2025
Q1 | $3.83M | Sell |
76,629
-3,960
| -5% | -$198K | 0.96% | 20 |
|
|
2024
Q4 | $4.02M | Sell |
80,589
-623
| -0.8% | -$31.1K | 1.02% | 19 |
|
|
2024
Q3 | $4.21M | Sell |
81,212
-422
| -0.5% | -$21.9K | 1.04% | 19 |
|
|
2024
Q2 | $4.08M | Sell |
81,634
-2,620
| -3% | -$131K | 1.07% | 19 |
|
|
2024
Q1 | $4.21M | Sell |
84,254
-793
| -0.9% | -$39.6K | 1.07% | 19 |
|
|
2023
Q4 | $4.24M | Sell |
85,047
-14,786
| -15% | -$736K | 1.21% | 19 |
|
|
2023
Q3 | $4.87M | Buy |
99,833
+89,822
| +897% | +$4.38M | 1.5% | 16 |
|
|
2023
Q2 | $493K | Sell |
10,011
-944
| -9% | -$46.5K | 0.15% | 56 |
|
|
2023
Q1 | $536K | Sell |
10,955
-52,871
| -83% | -$2.59M | 0.17% | 50 |
|
|
2022
Q4 | $3.03M | Buy |
63,826
+50,005
| +362% | +$2.38M | 1.02% | 17 |
|
|
2022
Q3 | $668K | Sell |
13,821
-546
| -4% | -$26.4K | 0.27% | 28 |
|
|
2022
Q2 | $716K | Sell |
14,367
-42,982
| -75% | -$2.14M | 0.25% | 33 |
|
|
2022
Q1 | $2.99M | Buy |
57,349
+39,850
| +228% | +$2.08M | 0.9% | 17 |
|
|
2021
Q4 | $954K | Sell |
17,499
-85,086
| -83% | -$4.64M | 0.31% | 27 |
|
|
2021
Q3 | $5.64M | Buy |
102,585
+98,545
| +2,439% | +$5.42M | 1.8% | 13 |
|
|
2021
Q2 | $223K | Buy |
+4,040
| New | +$223K | 0.08% | 87 |
|
|
2021
Q1 | – | Sell |
-3,097
| Closed | -$174K | – | 208 |
|
|
2020
Q4 | $174K | Buy |
3,097
+106
| +4% | +$5.96K | 0.06% | 96 |
|
|
2020
Q3 | $166K | Buy |
2,991
+1,679
| +128% | +$93.2K | 0.06% | 94 |
|
|
2020
Q2 | $73K | Sell |
1,312
-149
| -10% | -$8.29K | 0.03% | 147 |
|
|
2020
Q1 | $80K | Buy |
1,461
+886
| +154% | +$48.5K | 0.04% | 125 |
|
|
2019
Q4 | $32K | Buy |
575
+475
| +475% | +$26.4K | 0.01% | 202 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 294 |
|
|
2019
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 298 |
|