Resource Planning Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-12,061
| Closed | -$574K | – | 63 |
|
2022
Q4 | $574K | Buy |
+12,061
| New | +$574K | 0.46% | 38 |
|
2022
Q3 | – | Sell |
-12,651
| Closed | -$630K | – | 65 |
|
2022
Q2 | $630K | Buy |
12,651
+5,979
| +90% | +$298K | 0.52% | 37 |
|
2022
Q1 | $348K | Buy |
6,672
+2,899
| +77% | +$151K | 0.25% | 52 |
|
2021
Q4 | $206K | Hold |
3,773
| – | – | 0.14% | 67 |
|
2021
Q3 | $208K | Hold |
3,773
| – | – | 0.13% | 83 |
|
2021
Q2 | $208K | Buy |
+3,773
| New | +$208K | 0.12% | 81 |
|