Vawter Financial’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 |
-19,595
| Closed | -$980K | – | 50 |
|
2025
Q1 | $980K | Buy |
19,595
+3,707
| +23% | +$185K | 0.55% | 36 |
|
2024
Q4 | $793K | Buy |
15,888
+4,543
| +40% | +$227K | 0.48% | 38 |
|
2024
Q3 | $588K | Buy |
11,345
+1,722
| +18% | +$89.2K | 0.36% | 44 |
|
2024
Q2 | $480K | Buy |
9,623
+3,513
| +57% | +$175K | 0.33% | 49 |
|
2024
Q1 | $305K | Buy |
6,110
+1,633
| +36% | +$81.6K | 0.22% | 60 |
|
2023
Q4 | $223K | Buy |
4,477
+222
| +5% | +$11.1K | 0.17% | 73 |
|
2023
Q3 | $208K | Hold |
4,255
| – | – | 0.24% | 60 |
|
2023
Q2 | $210K | Hold |
4,255
| – | – | 0.18% | 69 |
|
2023
Q1 | $208K | Buy |
+4,255
| New | +$208K | 0.21% | 56 |
|