Insight Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,128
| Closed | -$203K | – | 70 |
|
|
2023
Q2 | $203K | Sell |
4,128
-874
| -17% | -$43.1K | 0.05% | 68 |
|
|
2023
Q1 | $245K | Sell |
5,002
-5
| -0.1% | -$245 | 0.05% | 51 |
|
|
2022
Q4 | $238K | Sell |
5,007
-4
| -0.1% | -$190 | 0.18% | 50 |
|
|
2022
Q3 | $242K | Sell |
5,011
-6
| -0.1% | -$290 | 0.23% | 51 |
|
|
2022
Q2 | $250K | Sell |
5,017
-2,024
| -29% | -$101K | 0.19% | 49 |
|
|
2022
Q1 | $367K | Sell |
7,041
-119
| -2% | -$6.2K | 0.2% | 47 |
|
|
2021
Q4 | $390K | Buy |
7,160
+266
| +4% | +$14.5K | 0.07% | 53 |
|
|
2021
Q3 | $379K | Sell |
6,894
-1,008
| -13% | -$55.4K | 0.2% | 41 |
|
|
2021
Q2 | $435K | Buy |
7,902
+32
| +0.4% | +$1.76K | 0.23% | 39 |
|
|
2021
Q1 | $432K | Sell |
7,870
-22,402
| -74% | -$1.23M | 0.21% | 37 |
|
|
2020
Q4 | $1.7M | Sell |
30,272
-20,177
| -40% | -$1.13M | 1.04% | 18 |
|
|
2020
Q3 | $2.81M | Buy |
50,449
+1,765
| +4% | +$98.2K | 2.68% | 13 |
|
|
2020
Q2 | $2.71M | Buy |
48,684
+303
| +0.6% | +$16.9K | 2.78% | 9 |
|
|
2020
Q1 | $2.65M | Buy |
48,381
+20,466
| +73% | +$1.12M | 3.45% | 8 |
|
|
2019
Q4 | $1.53M | Buy |
+27,915
| New | +$1.53M | 1.52% | 11 |
|