Sargent Bickham Lagudis’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-13,091
| Closed | -$736K | – | 953 |
|
2020
Q4 | $736K | Buy |
+13,091
| New | +$736K | 0.07% | 128 |
|
2019
Q1 | – | Sell |
-1,467
| Closed | -$77K | – | 819 |
|
2018
Q4 | $77K | Buy |
1,467
+1,215
| +482% | +$63.8K | 0.01% | 306 |
|
2018
Q3 | $13K | Buy |
+252
| New | +$13K | ﹤0.01% | 565 |
|
2018
Q2 | – | Sell |
-265
| Closed | -$14K | – | 769 |
|
2018
Q1 | $14K | Sell |
265
-117
| -31% | -$6.18K | ﹤0.01% | 531 |
|
2017
Q4 | $20K | Sell |
382
-241
| -39% | -$12.6K | ﹤0.01% | 494 |
|
2017
Q3 | $32K | Buy |
623
+516
| +482% | +$26.5K | ﹤0.01% | 434 |
|
2017
Q2 | $6K | Buy |
+107
| New | +$6K | ﹤0.01% | 637 |
|