LFASL
Lugano Financial Advisors SA (LFA)’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 | – | Sell |
-2,550
| Closed | -$127K | – | 251 |
|
2025
Q1 | $127K | Hold |
2,550
| – | – | 0.09% | 94 |
|
2024
Q4 | $127K | Buy |
+2,550
| New | +$127K | 0.08% | 100 |
|
2018
Q3 | – | Sell |
-2,080
| Closed | -$109K | – | 160 |
|
2018
Q2 | $109K | Buy |
+2,080
| New | +$109K | 0.1% | 79 |
|