Mid Atlantic Financial 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,676
| Closed | -$202K | – | 932 |
|
2021
Q1 | $202K | Buy |
+3,676
| New | +$202K | 0.01% | 768 |
|
2020
Q1 | – | Sell |
-21,407
| Closed | -$1.17M | – | 715 |
|
2019
Q4 | $1.17M | Buy |
21,407
+3,317
| +18% | +$182K | 0.11% | 177 |
|
2019
Q3 | $1.01M | Buy |
18,090
+3,117
| +21% | +$174K | 0.11% | 192 |
|
2019
Q2 | $816K | Buy |
14,973
+7,626
| +104% | +$416K | 0.08% | 255 |
|
2019
Q1 | $393K | Buy |
+7,347
| New | +$393K | 0.04% | 427 |
|