Carson Wealth (CWM LLC)’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 | $103M | Buy |
2,008,292
+2,006,214
| +96,545% | +$102M | 0.36% | 55 |
|
|
2025
Q1 | $104K | Sell |
2,078
-1,271
| -38% | -$63.6K | ﹤0.01% | 2390 |
|
|
2024
Q4 | $167K | Sell |
3,349
-1,714
| -34% | -$85.5K | ﹤0.01% | 1948 |
|
|
2024
Q3 | $262K | Sell |
5,063
-745
| -13% | -$38.6K | ﹤0.01% | 1617 |
|
|
2024
Q2 | $290K | Sell |
5,808
-2,276
| -28% | -$114K | ﹤0.01% | 1409 |
|
|
2024
Q1 | $404K | Buy |
8,084
+1,267
| +19% | +$63.3K | ﹤0.01% | 1211 |
|
|
2023
Q4 | $339K | Buy |
6,817
+4,493
| +193% | +$223K | ﹤0.01% | 1210 |
|
|
2023
Q3 | $113K | Buy |
2,324
+149
| +7% | +$7.25K | ﹤0.01% | 1560 |
|
|
2023
Q2 | $107K | Buy |
2,175
+1,617
| +290% | +$79.5K | ﹤0.01% | 1534 |
|
|
2023
Q1 | $27K | Buy |
558
+310
| +125% | +$15K | ﹤0.01% | 2290 |
|
|
2022
Q4 | $12K | Buy |
+248
| New | +$12K | ﹤0.01% | 2694 |
|
|
2022
Q3 | – | Sell |
-997
| Closed | -$50K | – | 4018 |
|
|
2022
Q2 | $50K | Buy |
997
+890
| +832% | +$44.6K | ﹤0.01% | 1631 |
|
|
2022
Q1 | $6K | Sell |
107
-84
| -44% | -$4.71K | ﹤0.01% | 2746 |
|
|
2021
Q4 | $10K | Buy |
+191
| New | +$10K | ﹤0.01% | 2347 |
|
|
2021
Q2 | $11K | Hold |
191
| – | – | ﹤0.01% | 2053 |
|
|
2021
Q1 | $11K | Hold |
191
| – | – | ﹤0.01% | 2053 |
|
|
2020
Q4 | $11K | Hold |
191
| – | – | ﹤0.01% | 2053 |
|
|
2020
Q3 | $11K | Hold |
191
| – | – | ﹤0.01% | 2053 |
|
|
2020
Q2 | $11K | Hold |
191
| – | – | ﹤0.01% | 2053 |
|
|
2020
Q1 | $11K | Hold |
191
| – | – | ﹤0.01% | 2053 |
|
|
2019
Q4 | $11K | Hold |
191
| – | – | ﹤0.01% | 2053 |
|
|
2019
Q3 | $11K | Hold |
191
| – | – | ﹤0.01% | 2053 |
|
|
2019
Q2 | $11K | Hold |
191
| – | – | ﹤0.01% | 2053 |
|
|
2019
Q1 | $11K | Buy |
+191
| New | +$11K | ﹤0.01% | 2053 |
|