James J. Burns & Company’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
-5,310
Closed -$262K 106
2023
Q2
$262K Sell
5,310
-19,981
-79% -$986K 0.07% 95
2023
Q1
$1.24M Sell
25,291
-5,226
-17% -$256K 0.32% 53
2022
Q4
$1.45M Sell
30,517
-2,281
-7% -$108K 0.59% 36
2022
Q3
$1.59M Buy
+32,798
New +$1.59M 0.7% 32