JGP Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
69,472
+1,627
| +2% | +$83.1K | 0.43% | 53 |
|
|
2025
Q1 | $3.39M | Buy |
67,845
+8,871
| +15% | +$443K | 0.45% | 52 |
|
|
2024
Q4 | $2.94M | Buy |
58,974
+2,838
| +5% | +$142K | 0.38% | 54 |
|
|
2024
Q3 | $2.91M | Buy |
56,136
+1,159
| +2% | +$60.1K | 0.37% | 54 |
|
|
2024
Q2 | $2.74M | Buy |
54,977
+2,963
| +6% | +$148K | 0.39% | 53 |
|
|
2024
Q1 | $2.6M | Buy |
52,014
+7,856
| +18% | +$392K | 0.38% | 56 |
|
|
2023
Q4 | $2.2M | Buy |
44,158
+15,120
| +52% | +$753K | 0.33% | 57 |
|
|
2023
Q3 | $1.42M | Buy |
29,038
+1,589
| +6% | +$77.5K | 0.24% | 70 |
|
|
2023
Q2 | $1.35M | Buy |
27,449
+1,393
| +5% | +$68.7K | 0.22% | 72 |
|
|
2023
Q1 | $1.28M | Sell |
26,056
-571
| -2% | -$28K | 0.22% | 72 |
|
|
2022
Q4 | $1.27M | Sell |
26,627
-202
| -0.8% | -$9.61K | 0.23% | 72 |
|
|
2022
Q3 | $1.29M | Buy |
26,829
+629
| +2% | +$30.3K | 0.27% | 66 |
|
|
2022
Q2 | $1.31M | Buy |
26,200
+414
| +2% | +$20.7K | 0.26% | 67 |
|
|
2022
Q1 | $1.33M | Buy |
25,786
+2,087
| +9% | +$108K | 0.25% | 71 |
|
|
2021
Q4 | $1.29M | Buy |
23,699
+4,463
| +23% | +$242K | 0.24% | 71 |
|
|
2021
Q3 | $1.06M | Buy |
19,236
+1,764
| +10% | +$97K | 0.23% | 74 |
|
|
2021
Q2 | $963K | Buy |
17,472
+2,684
| +18% | +$148K | 0.21% | 76 |
|
|
2021
Q1 | $811K | Buy |
14,788
+2,563
| +21% | +$141K | 0.18% | 79 |
|
|
2020
Q4 | $681K | Buy |
12,225
+1,454
| +13% | +$81K | 0.16% | 80 |
|
|
2020
Q3 | $599K | Buy |
10,771
+429
| +4% | +$23.9K | 0.16% | 79 |
|
|
2020
Q2 | $575K | Buy |
10,342
+276
| +3% | +$15.3K | 0.17% | 78 |
|
|
2020
Q1 | $552K | Buy |
10,066
+1,777
| +21% | +$97.4K | 0.2% | 88 |
|
|
2019
Q4 | $457K | Buy |
8,289
+252
| +3% | +$13.9K | 0.14% | 92 |
|
|
2019
Q3 | $447K | Buy |
8,037
+1,358
| +20% | +$75.5K | 0.15% | 89 |
|
|
2019
Q2 | $364K | Buy |
6,679
+2,464
| +58% | +$134K | 0.13% | 99 |
|
|
2019
Q1 | $225K | Buy |
+4,215
| New | +$225K | 0.09% | 114 |
|