Curtis Advisory Group’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 | $663K | Buy |
12,985
+187
| +1% | +$9.55K | 0.17% | 65 |
|
2025
Q1 | $640K | Buy |
12,798
+6,996
| +121% | +$350K | 0.19% | 63 |
|
2024
Q4 | $290K | Buy |
5,802
+1,768
| +44% | +$88.3K | 0.08% | 84 |
|
2024
Q3 | $209K | Buy |
+4,034
| New | +$209K | 0.06% | 97 |
|
2023
Q1 | – | Sell |
-4,383
| Closed | -$208K | – | 90 |
|
2022
Q4 | $208K | Sell |
4,383
-142
| -3% | -$6.75K | 0.08% | 84 |
|
2022
Q3 | $219K | Sell |
4,525
-255
| -5% | -$12.3K | 0.09% | 82 |
|
2022
Q2 | $238K | Sell |
4,780
-1,514
| -24% | -$75.4K | 0.09% | 83 |
|
2022
Q1 | $328K | Sell |
6,294
-501
| -7% | -$26.1K | 0.11% | 64 |
|
2021
Q4 | $371K | Buy |
+6,795
| New | +$371K | 0.12% | 62 |
|