Total Wealth Planning’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 | $1.17M | Sell |
22,954
-440
| -2% | -$22.5K | 0.15% | 57 |
|
|
2025
Q1 | $1.17M | Sell |
23,394
-90
| -0.4% | -$4.5K | 0.18% | 49 |
|
|
2024
Q4 | $1.17M | Sell |
23,484
-74
| -0.3% | -$3.69K | 0.18% | 50 |
|
|
2024
Q3 | $1.22M | Sell |
23,558
-1,422
| -6% | -$73.7K | 0.19% | 47 |
|
|
2024
Q2 | $1.26M | Sell |
24,980
-165
| -0.7% | -$8.33K | 0.21% | 47 |
|
|
2024
Q1 | $1.26M | Sell |
25,145
-475
| -2% | -$23.7K | 0.22% | 48 |
|
|
2023
Q4 | $1.28M | Sell |
25,620
-5,883
| -19% | -$293K | 0.23% | 48 |
|
|
2023
Q3 | $1.54M | Hold |
31,503
| – | – | 0.31% | 44 |
|
|
2023
Q2 | $1.55M | Sell |
31,503
-53
| -0.2% | -$2.61K | 0.32% | 43 |
|
|
2023
Q1 | $1.54M | Sell |
31,556
-123
| -0.4% | -$6.02K | 0.34% | 41 |
|
|
2022
Q4 | $1.51M | Buy |
31,679
+26,415
| +502% | +$1.26M | 0.37% | 42 |
|
|
2022
Q3 | $254K | Sell |
5,264
-10,740
| -67% | -$518K | 0.07% | 72 |
|
|
2022
Q2 | $797K | Buy |
+16,004
| New | +$797K | 0.23% | 50 |
|