Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,238
| Closed | -$221K | – | 388 |
|
|
2022
Q1 | $221K | Sell |
4,238
-8,464
| -67% | -$441K | 0.04% | 354 |
|
|
2021
Q4 | $693K | Buy |
12,702
+183
| +1% | +$9.98K | 0.11% | 182 |
|
|
2021
Q3 | $689K | Buy |
12,519
+100
| +0.8% | +$5.5K | 0.18% | 122 |
|
|
2021
Q2 | $684K | Buy |
12,419
+1,837
| +17% | +$101K | 0.18% | 119 |
|
|
2021
Q1 | $581K | Buy |
10,582
+2,087
| +25% | +$115K | 0.2% | 112 |
|
|
2020
Q4 | $477K | Buy |
+8,495
| New | +$477K | 0.1% | 196 |
|
|
2020
Q1 | – | Sell |
-4,577
| Closed | -$251K | – | 160 |
|
|
2019
Q4 | $251K | Buy |
+4,577
| New | +$251K | 0.16% | 141 |
|