JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-239
| Closed | -$11.9K | – | 2017 |
|
|
2023
Q4 | $11.9K | Buy |
+239
| New | +$11.9K | ﹤0.01% | 725 |
|
|
2020
Q2 | – | Sell |
-1,231
| Closed | -$67K | – | 549 |
|
|
2020
Q1 | $67K | Hold |
1,231
| – | – | 0.02% | 201 |
|
|
2019
Q4 | $67K | Hold |
1,231
| – | – | 0.02% | 222 |
|
|
2019
Q3 | $69K | Buy |
+1,231
| New | +$69K | 0.02% | 219 |
|