LWL
Leo Wealth LLC’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Buy |
121,878
+26,089
| +27% | +$1.33M | 0.48% | 38 |
|
|
2025
Q1 | $4.79M | Sell |
95,789
-14,133
| -13% | -$707K | 0.69% | 29 |
|
|
2024
Q4 | $5.49M | Buy |
109,922
+11,656
| +12% | +$582K | 0.49% | 37 |
|
|
2024
Q3 | $5.09M | Buy |
98,266
+4,813
| +5% | +$249K | 0.47% | 36 |
|
|
2024
Q2 | $4.66M | Buy |
93,453
+9,371
| +11% | +$468K | 0.48% | 39 |
|
|
2024
Q1 | $4.2M | Buy |
84,082
+7,297
| +10% | +$364K | 0.43% | 42 |
|
|
2023
Q4 | $3.82M | Buy |
+76,785
| New | +$3.82M | 0.4% | 43 |
|