Planned 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,978
| Closed | -$102K | – | 343 |
|
|
2024
Q3 | $102K | Buy |
+1,978
| New | +$102K | 0.04% | 199 |
|
|
2024
Q1 | – | Sell |
-1,591
| Closed | -$79.2K | – | 289 |
|
|
2023
Q4 | $79.2K | Buy |
+1,591
| New | +$79.2K | 0.04% | 217 |
|
|
2021
Q1 | – | Sell |
-744
| Closed | -$42K | – | 215 |
|
|
2020
Q4 | $42K | Buy |
744
+21
| +3% | +$1.19K | 0.03% | 225 |
|
|
2020
Q3 | $40K | Buy |
+723
| New | +$40K | 0.04% | 174 |
|