Kingsview 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 | $780K | Buy |
15,274
+593
| +4% | +$30.3K | 0.01% | 642 |
|
|
2025
Q1 | $734K | Sell |
14,681
-1,154
| -7% | -$57.7K | 0.01% | 623 |
|
|
2024
Q4 | $790K | Buy |
15,835
+3,456
| +28% | +$173K | 0.02% | 608 |
|
|
2024
Q3 | $641K | Buy |
12,379
+478
| +4% | +$24.8K | 0.01% | 640 |
|
|
2024
Q2 | $594K | Buy |
11,901
+1,737
| +17% | +$86.7K | 0.01% | 639 |
|
|
2024
Q1 | $508K | Sell |
10,164
-437
| -4% | -$21.8K | 0.01% | 662 |
|
|
2023
Q4 | $528K | Buy |
10,601
+215
| +2% | +$10.7K | 0.02% | 620 |
|
|
2023
Q3 | $507K | Buy |
10,386
+528
| +5% | +$25.8K | 0.02% | 617 |
|
|
2023
Q2 | $486K | Buy |
9,858
+435
| +5% | +$21.4K | 0.02% | 601 |
|
|
2023
Q1 | $461K | Sell |
9,423
-127
| -1% | -$6.22K | 0.02% | 600 |
|
|
2022
Q4 | $454K | Buy |
9,550
+5
| +0.1% | +$238 | 0.02% | 540 |
|
|
2022
Q3 | $461K | Buy |
9,545
+51
| +0.5% | +$2.46K | 0.02% | 518 |
|
|
2022
Q2 | $473K | Sell |
9,494
-36
| -0.4% | -$1.79K | 0.02% | 550 |
|
|
2022
Q1 | $497K | Buy |
9,530
+251
| +3% | +$13.1K | 0.02% | 572 |
|
|
2021
Q4 | $506K | Buy |
9,279
+905
| +11% | +$49.4K | 0.02% | 567 |
|
|
2021
Q3 | $461K | Sell |
8,374
-18,139
| -68% | -$999K | 0.02% | 569 |
|
|
2021
Q2 | $1.46M | Sell |
26,513
-1,483
| -5% | -$81.7K | 0.07% | 289 |
|
|
2021
Q1 | $1.54M | Buy |
27,996
+1,853
| +7% | +$102K | 0.09% | 238 |
|
|
2020
Q4 | $1.47M | Buy |
26,143
+1,322
| +5% | +$74.3K | 0.11% | 200 |
|
|
2020
Q3 | $1.38M | Sell |
24,821
-342
| -1% | -$19K | 0.12% | 174 |
|
|
2020
Q2 | $1.4M | Buy |
25,163
+2,593
| +11% | +$144K | 0.14% | 161 |
|
|
2020
Q1 | $1.23M | Buy |
22,570
+2,170
| +11% | +$119K | 0.17% | 153 |
|
|
2019
Q4 | $1.12M | Buy |
20,400
+2,580
| +14% | +$141K | 0.14% | 178 |
|
|
2019
Q3 | $994K | Sell |
17,820
-728
| -4% | -$40.6K | 0.16% | 160 |
|
|
2019
Q2 | $1.01M | Buy |
18,548
+8,154
| +78% | +$444K | 0.17% | 156 |
|
|
2019
Q1 | $556K | Sell |
10,394
-852
| -8% | -$45.6K | 0.08% | 252 |
|
|
2018
Q4 | $587K | Sell |
11,246
-5,669
| -34% | -$296K | 0.13% | 195 |
|
|
2018
Q3 | $884K | Buy |
+16,915
| New | +$884K | 0.18% | 157 |
|