Plante Moran Financial Advisors’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 | $4.7K | Buy |
+92
| New | +$4.7K | ﹤0.01% | 635 |
|
2025
Q1 | – | Sell |
-11
| Closed | -$549 | – | 873 |
|
2024
Q4 | $549 | Hold |
11
| – | – | ﹤0.01% | 845 |
|
2024
Q3 | $570 | Buy |
+11
| New | +$570 | ﹤0.01% | 814 |
|
2024
Q2 | – | Sell |
-8
| Closed | -$400 | – | 839 |
|
2024
Q1 | $400 | Buy |
+8
| New | +$400 | ﹤0.01% | 806 |
|
2023
Q3 | – | Sell |
-7
| Closed | -$345 | – | 820 |
|
2023
Q2 | $345 | Buy |
+7
| New | +$345 | ﹤0.01% | 756 |
|
2022
Q3 | – | Sell |
-381
| Closed | -$19K | – | 953 |
|
2022
Q2 | $19K | Buy |
+381
| New | +$19K | ﹤0.01% | 474 |
|
2020
Q2 | – | Sell |
-380
| Closed | -$21K | – | 803 |
|
2020
Q1 | $21K | Buy |
+380
| New | +$21K | 0.01% | 378 |
|