Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,170
| Closed | -$508K | – | 102 |
|
|
2024
Q4 | $508K | Buy |
10,170
+1,000
| +11% | +$49.9K | 0.15% | 55 |
|
|
2024
Q3 | $475K | Hold |
9,170
| – | – | 0.14% | 58 |
|
|
2024
Q2 | $458K | Buy |
+9,170
| New | +$458K | 0.14% | 54 |
|
|
2022
Q3 | – | Sell |
-4,545
| Closed | -$226K | – | 68 |
|
|
2022
Q2 | $226K | Buy |
+4,545
| New | +$226K | 0.09% | 61 |
|
|
2022
Q1 | – | Sell |
-6,545
| Closed | -$357K | – | 78 |
|
|
2021
Q4 | $357K | Buy |
+6,545
| New | +$357K | 0.12% | 55 |
|