Patriot Financial Group Insurance Agency’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 | $1.08M | Buy |
+21,156
| New | +$1.08M | 0.12% | 195 |
|
|
2022
Q3 | – | Sell |
-90
| Closed | -$4K | – | 1085 |
|
|
2022
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 1552 |
|
|
2022
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 1608 |
|
|
2021
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 1706 |
|
|
2021
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 1692 |
|
|
2021
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 1654 |
|
|
2021
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 1555 |
|
|
2020
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 1432 |
|
|
2020
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 1226 |
|
|
2020
Q2 | $5K | Sell |
90
-213
| -70% | -$11.8K | ﹤0.01% | 1176 |
|
|
2020
Q1 | $17K | Buy |
303
+90
| +42% | +$5.05K | 0.01% | 704 |
|
|
2019
Q4 | $12K | Hold |
213
| – | – | ﹤0.01% | 794 |
|
|
2019
Q3 | $12K | Hold |
213
| – | – | 0.01% | 767 |
|
|
2019
Q2 | $12K | Hold |
213
| – | – | 0.01% | 764 |
|
|
2019
Q1 | $11K | Hold |
213
| – | – | 0.01% | 683 |
|
|
2018
Q4 | $11K | Hold |
213
| – | – | 0.01% | 595 |
|
|
2018
Q3 | $11K | Buy |
+213
| New | +$11K | 0.01% | 611 |
|
|
2018
Q2 | – | Sell |
-213
| Closed | -$11K | – | 728 |
|
|
2018
Q1 | $11K | Hold |
213
| – | – | 0.01% | 583 |
|
|
2017
Q4 | $11K | Buy |
+213
| New | +$11K | 0.01% | 571 |
|