Liberty 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
$1.35M Buy
+26,458
New +$1.35M 0.21% 70
2021
Q4
Sell
-1
Closed 585
2021
Q3
$0 Hold
1
﹤0.01% 1196
2021
Q2
$0 Buy
+1
New ﹤0.01% 1116
2021
Q1
Sell
-1
Closed 988
2020
Q4
$0 Hold
1
﹤0.01% 1009
2020
Q3
$0 Hold
1
﹤0.01% 904
2020
Q2
$0 Sell
1
-700
-100% ﹤0.01% 914
2020
Q1
$38K Hold
701
0.03% 241
2019
Q4
$38K Sell
701
-517
-42% -$28K 0.03% 302
2019
Q3
$68K Buy
1,218
+518
+74% +$28.9K 0.06% 185
2019
Q2
$38K Hold
700
0.03% 293
2019
Q1
$37K Hold
700
0.03% 247
2018
Q4
$36K Buy
+700
New +$36K 0.03% 228