Physician Wealth Solutions’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 | $779K | Hold |
15,241
| – | – | 0.36% | 31 |
|
|
2025
Q1 | $762K | Sell |
15,241
-1,011
| -6% | -$50.5K | 0.38% | 29 |
|
|
2024
Q4 | $811K | Hold |
16,252
| – | – | 0.41% | 27 |
|
|
2024
Q3 | $837K | Sell |
16,252
-4,289
| -21% | -$221K | 0.42% | 27 |
|
|
2024
Q2 | $1.03M | Hold |
20,541
| – | – | 0.73% | 26 |
|
|
2024
Q1 | $1.03M | Hold |
20,541
| – | – | 0.86% | 25 |
|
|
2023
Q4 | $1.02M | Buy |
+20,541
| New | +$1.02M | 1.02% | 24 |
|