Kohmann Bosshard Financial Services’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
Q1 | – | Sell |
-1,273
| Closed | -$63.5K | – | 499 |
|
|
2024
Q4 | $63.5K | Sell |
1,273
-2,913
| -70% | -$145K | 0.01% | 303 |
|
|
2024
Q3 | $217K | Hold |
4,186
| – | – | 0.03% | 188 |
|
|
2024
Q2 | $209K | Sell |
4,186
-2,850
| -41% | -$142K | 0.03% | 183 |
|
|
2024
Q1 | $351K | Sell |
7,036
-4,326
| -38% | -$216K | 0.05% | 139 |
|
|
2023
Q4 | $566K | Sell |
11,362
-497
| -4% | -$24.8K | 0.09% | 100 |
|
|
2023
Q3 | $578K | Sell |
11,859
-1,859
| -14% | -$90.7K | 0.1% | 93 |
|
|
2023
Q2 | $676K | Sell |
13,718
-409
| -3% | -$20.2K | 0.12% | 84 |
|
|
2023
Q1 | $692K | Buy |
14,127
+210
| +2% | +$10.3K | 0.13% | 77 |
|
|
2022
Q4 | $662K | Sell |
13,917
-1,778
| -11% | -$84.5K | 0.13% | 77 |
|
|
2022
Q3 | $758K | Buy |
15,695
+4,516
| +40% | +$218K | 0.17% | 67 |
|
|
2022
Q2 | $557K | Buy |
11,179
+7,236
| +184% | +$361K | 0.12% | 73 |
|
|
2022
Q1 | $206K | Buy |
+3,943
| New | +$206K | 0.04% | 132 |
|