Hemington Wealth Management’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 | $35K | Hold |
691
| – | – | 0.01% | 427 |
|
2025
Q1 | $34K | Hold |
691
| – | – | 0.01% | 413 |
|
2024
Q4 | $34K | Hold |
691
| – | – | 0.01% | 398 |
|
2024
Q3 | $35K | Buy |
+691
| New | +$35K | 0.01% | 371 |
|
2022
Q4 | – | Sell |
-6,610
| Closed | -$319K | – | 103 |
|
2022
Q3 | $319K | Sell |
6,610
-2,593
| -28% | -$125K | 0.14% | 69 |
|
2022
Q2 | $458K | Hold |
9,203
| – | – | 0.18% | 61 |
|
2022
Q1 | $480K | Buy |
9,203
+4,300
| +88% | +$224K | 0.16% | 68 |
|
2021
Q4 | $276K | Sell |
4,903
-3,047
| -38% | -$172K | 0.13% | 70 |
|
2021
Q3 | $437K | Buy |
+7,950
| New | +$437K | 0.16% | 64 |
|
2021
Q2 | – | Sell |
-6,682
| Closed | -$367K | – | 91 |
|
2021
Q1 | $367K | Buy |
6,682
+1,779
| +36% | +$97.7K | 0.16% | 63 |
|
2020
Q4 | $276K | Buy |
+4,903
| New | +$276K | 0.13% | 70 |
|