Towerpoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,638
| Closed | -$229K | – | 78 |
|
|
2023
Q2 | $229K | Sell |
4,638
-586
| -11% | -$28.9K | 0.13% | 75 |
|
|
2023
Q1 | $256K | Sell |
5,224
-3,660
| -41% | -$179K | 0.15% | 70 |
|
|
2022
Q4 | $422K | Sell |
8,884
-9,617
| -52% | -$457K | 0.24% | 59 |
|
|
2022
Q3 | $894K | Sell |
18,501
-1,984
| -10% | -$95.9K | 0.54% | 34 |
|
|
2022
Q2 | $1.02M | Buy |
+20,485
| New | +$1.02M | 0.61% | 34 |
|