MKD Wealth Coaches’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
Q1 | – | Sell |
-6,168
| Closed | -$347K | – | 23 |
|
2020
Q4 | $347K | Buy |
6,168
+1,501
| +32% | +$84.4K | 0.56% | 18 |
|
2020
Q3 | $260K | Buy |
+4,667
| New | +$260K | 0.37% | 28 |
|
2019
Q3 | – | Sell |
-2,629
| Closed | -$143K | – | 116 |
|
2019
Q2 | $143K | Buy |
2,629
+50
| +2% | +$2.72K | 0.13% | 54 |
|
2019
Q1 | $138K | Sell |
2,579
-591
| -19% | -$31.6K | 0.14% | 52 |
|
2018
Q4 | $166K | Buy |
+3,170
| New | +$166K | 0.2% | 53 |
|