Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $20.4K | Buy |
430
+215
| +100% | +$10.2K | ﹤0.01% | 657 |
|
|
2022
Q3 | $10K | Sell |
215
-1,844
| -90% | -$85.8K | ﹤0.01% | 647 |
|
|
2022
Q2 | $103K | Hold |
2,059
| – | – | 0.03% | 330 |
|
|
2022
Q1 | $107K | Buy |
+2,059
| New | +$107K | 0.03% | 361 |
|
|
2021
Q3 | $27K | Hold |
490
| – | – | 0.01% | 520 |
|
|
2021
Q2 | $27K | Sell |
490
-180
| -27% | -$9.92K | 0.01% | 518 |
|
|
2021
Q1 | $37K | Buy |
+670
| New | +$37K | 0.02% | 422 |
|