Geneos Wealth Management’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
Q2 | $5.47K | Sell |
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|
2025
Q1 | $10.7K | Sell |
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|
2024
Q4 | $44.1K | Sell |
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|
2024
Q3 | $85.4K | Sell |
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|
2024
Q2 | $85.8K | Buy |
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|
2024
Q1 | $64.3K | Sell |
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|
2023
Q4 | $74.4K | Buy |
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|
2023
Q3 | $4.94K | Hold |
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|
2023
Q2 | $4.99K | Buy |
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|
2023
Q1 | $3.98K | Buy |
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|
2022
Q4 | $3.25K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Sell |
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|
2021
Q1 | $28.9M | Buy |
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|
2020
Q4 | $6K | Buy |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $5K | Sell |
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|
2019
Q3 | $20K | Sell |
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|
2019
Q2 | $25K | Sell |
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|
2019
Q1 | $44K | Hold |
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|
2018
Q4 | $43K | Hold |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $41K | Hold |
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|
2018
Q1 | $41K | Buy |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $36K | Hold |
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|
2017
Q2 | $36K | Buy |
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|
2017
Q1 | $34K | Buy |
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