Midwest Professional Planners Ltd (MPPL)’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 | – | Sell |
-11,571
| Closed | -$578K | – | 157 |
|
|
2025
Q1 | $578K | Buy |
11,571
+1,875
| +19% | +$93.7K | 0.18% | 117 |
|
|
2024
Q4 | $484K | Sell |
9,696
-199
| -2% | -$9.93K | 0.14% | 124 |
|
|
2024
Q3 | $513K | Buy |
9,895
+266
| +3% | +$13.8K | 0.16% | 124 |
|
|
2024
Q2 | $481K | Sell |
9,629
-487
| -5% | -$24.3K | 0.16% | 112 |
|
|
2024
Q1 | $505K | Buy |
10,116
+172
| +2% | +$8.59K | 0.18% | 108 |
|
|
2023
Q4 | $495K | Sell |
9,944
-1,401
| -12% | -$69.8K | 0.2% | 93 |
|
|
2023
Q3 | $553K | Sell |
11,345
-363
| -3% | -$17.7K | 0.25% | 85 |
|
|
2023
Q2 | $577K | Sell |
11,708
-6
| -0.1% | -$296 | 0.25% | 83 |
|
|
2023
Q1 | $573K | Buy |
+11,714
| New | +$573K | 0.28% | 79 |
|
|
2022
Q1 | – | Sell |
-13,659
| Closed | -$745K | – | 121 |
|
|
2021
Q4 | $745K | Sell |
13,659
-775
| -5% | -$42.3K | 0.36% | 67 |
|
|
2021
Q3 | $793K | Sell |
14,434
-788
| -5% | -$43.3K | 0.42% | 68 |
|
|
2021
Q2 | $839K | Buy |
15,222
+9,383
| +161% | +$517K | 0.44% | 64 |
|
|
2021
Q1 | $319K | Sell |
5,839
-5,065
| -46% | -$277K | 0.32% | 66 |
|
|
2020
Q4 | $613K | Sell |
10,904
-5
| -0% | -$281 | 0.38% | 64 |
|
|
2020
Q3 | $607K | Buy |
10,909
+1,648
| +18% | +$91.7K | 0.43% | 64 |
|
|
2020
Q2 | $516K | Buy |
9,261
+3,422
| +59% | +$191K | 0.41% | 69 |
|
|
2020
Q1 | $319K | Buy |
5,839
+1,556
| +36% | +$85K | 0.32% | 67 |
|
|
2019
Q4 | $235K | Buy |
4,283
+475
| +12% | +$26.1K | 0.19% | 86 |
|
|
2019
Q3 | $212K | Buy |
+3,808
| New | +$212K | 0.19% | 86 |
|
|
2018
Q3 | – | Sell |
-3,180
| Closed | -$168K | – | 174 |
|
|
2018
Q2 | $168K | Sell |
3,180
-109
| -3% | -$5.76K | 0.15% | 96 |
|
|
2018
Q1 | $173K | Buy |
3,289
+933
| +40% | +$49.1K | 0.16% | 94 |
|
|
2017
Q4 | $123K | Buy |
+2,356
| New | +$123K | 0.11% | 112 |
|