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 |
|