Karp Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-165,374
| Closed | -$8.62M | – | 147 |
|
|
2022
Q1 | $8.62M | Sell |
165,374
-48,986
| -23% | -$2.55M | 1.26% | 33 |
|
|
2021
Q4 | $11.7M | Buy |
214,360
+20,357
| +10% | +$1.11M | 1.47% | 23 |
|
|
2021
Q3 | $10.7M | Sell |
194,003
-45,857
| -19% | -$2.52M | 1.5% | 19 |
|
|
2021
Q2 | $13.2M | Buy |
239,860
+20,996
| +10% | +$1.16M | 1.96% | 11 |
|
|
2021
Q1 | $12M | Buy |
218,864
+29,996
| +16% | +$1.65M | 2.17% | 9 |
|
|
2020
Q4 | $10.6M | Buy |
188,868
+1,641
| +0.9% | +$92.2K | 2.19% | 13 |
|
|
2020
Q3 | $10.4M | Buy |
187,227
+267
| +0.1% | +$14.9K | 2.55% | 8 |
|
|
2020
Q2 | $10.4M | Buy |
186,960
+34,548
| +23% | +$1.92M | 2.88% | 7 |
|
|
2020
Q1 | $8.34M | Buy |
152,412
+14,072
| +10% | +$770K | 2.73% | 6 |
|
|
2019
Q4 | $7.58M | Buy |
138,340
+17,560
| +15% | +$962K | 2% | 12 |
|
|
2019
Q3 | $6.74M | Buy |
120,780
+25,140
| +26% | +$1.4M | 1.96% | 14 |
|
|
2019
Q2 | $5.21M | Buy |
+95,640
| New | +$5.21M | 1.65% | 23 |
|