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James J. Burns & Company’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

James J. Burns & Company’s Portfolio IAGG Stock Details IAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,310
Closed -$262K – 106
2023
Q2 		$262K Sell
5,310
-19,981
-79% -$980K 0.07% 95
2023
Q1 		$1.24M Sell
25,291
-5,226
-17% -$253K 0.32% 53
2022
Q4 		$1.45M Sell
30,517
-2,281
-7% -$111K 0.59% 36
2022
Q3 		$1.58M Buy
+32,798
New +$1.64M 0.7% 32

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MG
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SAG
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