Sigma Planning Corp’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 | $503K | Buy |
+9,840
| New | +$503K | 0.02% | 778 |
|
|
2025
Q1 | – | Sell |
-6,392
| Closed | -$319K | – | 1227 |
|
|
2024
Q4 | $319K | Buy |
+6,392
| New | +$319K | 0.01% | 903 |
|
|
2023
Q2 | – | Sell |
-23,490
| Closed | -$1.15M | – | 1278 |
|
|
2023
Q1 | $1.15M | Buy |
23,490
+2,691
| +13% | +$132K | 0.04% | 445 |
|
|
2022
Q4 | $989K | Sell |
20,799
-264
| -1% | -$12.6K | 0.04% | 484 |
|
|
2022
Q3 | $1.02M | Sell |
21,063
-1,476
| -7% | -$71.3K | 0.04% | 451 |
|
|
2022
Q2 | $1.12M | Buy |
22,539
+1,537
| +7% | +$76.6K | 0.04% | 422 |
|
|
2022
Q1 | $1.1M | Sell |
21,002
-80
| -0.4% | -$4.17K | 0.03% | 498 |
|
|
2021
Q4 | $1.15M | Sell |
21,082
-170
| -0.8% | -$9.27K | 0.03% | 489 |
|
|
2021
Q3 | $1.17M | Buy |
21,252
+1,842
| +9% | +$101K | 0.04% | 487 |
|
|
2021
Q2 | $1.07M | Buy |
19,410
+1,284
| +7% | +$70.8K | 0.03% | 526 |
|
|
2021
Q1 | $994K | Buy |
18,126
+1,095
| +6% | +$60K | 0.03% | 499 |
|
|
2020
Q4 | $957K | Sell |
17,031
-1,760
| -9% | -$98.9K | 0.03% | 452 |
|
|
2020
Q3 | $1.05M | Buy |
18,791
+3,942
| +27% | +$219K | 0.04% | 388 |
|
|
2020
Q2 | $827K | Buy |
14,849
+580
| +4% | +$32.3K | 0.04% | 438 |
|
|
2020
Q1 | $780K | Buy |
14,269
+1,361
| +11% | +$74.4K | 0.05% | 371 |
|
|
2019
Q4 | $707K | Buy |
12,908
+1,342
| +12% | +$73.5K | 0.03% | 491 |
|
|
2019
Q3 | $645K | Buy |
11,566
+501
| +5% | +$27.9K | 0.03% | 486 |
|
|
2019
Q2 | $603K | Buy |
11,065
+3,299
| +42% | +$180K | 0.03% | 496 |
|
|
2019
Q1 | $415K | Sell |
7,766
-2,697
| -26% | -$144K | 0.02% | 560 |
|
|
2018
Q4 | $546K | Sell |
10,463
-1,995
| -16% | -$104K | 0.04% | 409 |
|
|
2018
Q3 | $651K | Buy |
12,458
+3,612
| +41% | +$189K | 0.04% | 397 |
|
|
2018
Q2 | $466K | Sell |
8,846
-365
| -4% | -$19.2K | 0.03% | 475 |
|
|
2018
Q1 | $485K | Buy |
9,211
+1,003
| +12% | +$52.8K | 0.04% | 445 |
|
|
2017
Q4 | $427K | Buy |
8,208
+913
| +13% | +$47.5K | 0.03% | 481 |
|
|
2017
Q3 | $377K | Sell |
7,295
-2,523
| -26% | -$130K | 0.03% | 519 |
|
|
2017
Q2 | $509K | Sell |
9,818
-1,598
| -14% | -$82.8K | 0.05% | 404 |
|
|
2017
Q1 | $591K | Buy |
11,416
+627
| +6% | +$32.5K | 0.06% | 346 |
|
|
2016
Q4 | $560K | Buy |
+10,789
| New | +$560K | 0.06% | 321 |
|