McNaughton 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
Q1 | – | Sell |
-62,772
| Closed | -$3.13M | – | 76 |
|
|
2024
Q4 | $3.13M | Buy |
62,772
+554
| +0.9% | +$27.7K | 1.51% | 21 |
|
|
2024
Q3 | $3.22M | Buy |
62,218
+1,167
| +2% | +$60.5K | 1.57% | 19 |
|
|
2024
Q2 | $3.05M | Buy |
61,051
+3,899
| +7% | +$195K | 1.62% | 19 |
|
|
2024
Q1 | $2.85M | Buy |
57,152
+1,824
| +3% | +$91.1K | 1.58% | 17 |
|
|
2023
Q4 | $2.76M | Buy |
55,328
+442
| +0.8% | +$22K | 1.63% | 17 |
|
|
2023
Q3 | $2.68M | Buy |
54,886
+126
| +0.2% | +$6.15K | 1.78% | 17 |
|
|
2023
Q2 | $2.7M | Sell |
54,760
-529
| -1% | -$26.1K | 1.73% | 17 |
|
|
2023
Q1 | $2.71M | Sell |
55,289
-932
| -2% | -$45.6K | 1.8% | 18 |
|
|
2022
Q4 | $2.67M | Buy |
56,221
+314
| +0.6% | +$14.9K | 1.83% | 16 |
|
|
2022
Q3 | $2.7M | Sell |
55,907
-18
| -0% | -$870 | 1.98% | 16 |
|
|
2022
Q2 | $2.79M | Buy |
55,925
+322
| +0.6% | +$16K | 1.97% | 15 |
|
|
2022
Q1 | $2.9M | Buy |
55,603
+1,122
| +2% | +$58.5K | 1.89% | 19 |
|
|
2021
Q4 | $2.95M | Buy |
54,481
+3,582
| +7% | +$194K | 1.91% | 19 |
|
|
2021
Q3 | $2.8M | Buy |
50,899
+2,884
| +6% | +$159K | 1.98% | 20 |
|
|
2021
Q2 | $2.65M | Buy |
48,015
+3,725
| +8% | +$205K | 1.86% | 20 |
|
|
2021
Q1 | $2.43M | Buy |
44,290
+3,358
| +8% | +$184K | 1.86% | 20 |
|
|
2020
Q4 | $2.3M | Buy |
40,932
+917
| +2% | +$51.5K | 1.84% | 19 |
|
|
2020
Q3 | $2.23M | Buy |
40,015
+5,247
| +15% | +$292K | 1.95% | 17 |
|
|
2020
Q2 | $1.94M | Buy |
34,768
+3,287
| +10% | +$183K | 1.79% | 18 |
|
|
2020
Q1 | $1.72M | Buy |
31,481
+178
| +0.6% | +$9.74K | 1.84% | 17 |
|
|
2019
Q4 | $1.71M | Buy |
+31,303
| New | +$1.71M | 1.6% | 18 |
|