Carson Wealth (CWM LLC)’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $107M | Buy |
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|
2025
Q2 | $103M | Buy |
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|
2025
Q1 | $104K | Sell |
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|
2024
Q4 | $167K | Sell |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $113K | Buy |
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|
2023
Q2 | $107K | Buy |
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|
2023
Q1 | $27K | Buy |
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|
2022
Q4 | $12K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $50K | Buy |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $10K | Buy |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $11K | Hold |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $11K | Buy |
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