Topel & Distasi Wealth 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 | – | Sell |
-42,481
| Closed | -$2.12M | – | 63 |
|
|
2025
Q1 | $2.12M | Sell |
42,481
-6,939
| -14% | -$347K | 0.99% | 30 |
|
|
2024
Q4 | $2.47M | Hold |
49,420
| – | – | 1.06% | 28 |
|
|
2024
Q3 | $2.56M | Buy |
49,420
+140
| +0.3% | +$7.26K | 1.06% | 27 |
|
|
2024
Q2 | $2.46M | Hold |
49,280
| – | – | 1.08% | 29 |
|
|
2024
Q1 | $2.46M | Buy |
49,280
+12,473
| +34% | +$623K | 1.09% | 29 |
|
|
2023
Q4 | $1.83M | Hold |
36,807
| – | – | 0.87% | 31 |
|
|
2023
Q3 | $1.8M | Hold |
36,807
| – | – | 0.94% | 32 |
|
|
2023
Q2 | $1.81M | Hold |
36,807
| – | – | 0.91% | 32 |
|
|
2023
Q1 | $1.8M | Hold |
36,807
| – | – | 0.94% | 32 |
|
|
2022
Q4 | $1.75M | Hold |
36,807
| – | – | 0.98% | 31 |
|
|
2022
Q3 | $1.8M | Hold |
36,807
| – | – | 1% | 32 |
|
|
2022
Q2 | $1.83M | Sell |
36,807
-22,328
| -38% | -$1.11M | 1.06% | 30 |
|
|
2022
Q1 | $3.08M | Buy |
+59,135
| New | +$3.08M | 1.29% | 30 |
|