Stone House Investment Management’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 | $8.89M | Buy |
174,017
+172,347
| +10,320% | +$8.81M | 1.63% | 20 |
|
2025
Q1 | $83.5K | Buy |
+1,670
| New | +$83.5K | 0.02% | 109 |
|
2024
Q4 | – | Sell |
-2,046
| Closed | -$106K | – | 190 |
|
2024
Q3 | $106K | Buy |
2,046
+14
| +0.7% | +$726 | 0.02% | 75 |
|
2024
Q2 | $101K | Sell |
2,032
-150
| -7% | -$7.49K | 0.03% | 79 |
|
2024
Q1 | $109K | Hold |
2,182
| – | – | 0.03% | 77 |
|
2023
Q4 | $109K | Sell |
2,182
-4
| -0.2% | -$199 | 0.04% | 56 |
|
2023
Q3 | $107K | Buy |
+2,186
| New | +$107K | 0.04% | 55 |
|
2018
Q1 | – | Sell |
-4,731
| Closed | -$246K | – | 46 |
|
2017
Q4 | $246K | Buy |
4,731
+377
| +9% | +$19.6K | 0.17% | 35 |
|
2017
Q3 | $225K | Buy |
+4,354
| New | +$225K | 0.16% | 37 |
|