Walkner Condon Financial Advisors’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
Q1 | – | Sell |
-4,550
| Closed | -$216K | – | 240 |
|
|
2022
Q4 | $216K | Sell |
4,550
-200
| -4% | -$9.51K | 0.06% | 216 |
|
|
2022
Q3 | $230K | Sell |
4,750
-1,650
| -26% | -$79.9K | 0.07% | 190 |
|
|
2022
Q2 | $319K | Sell |
6,400
-2,618
| -29% | -$130K | 0.1% | 164 |
|
|
2022
Q1 | $470K | Buy |
9,018
+842
| +10% | +$43.9K | 0.13% | 138 |
|
|
2021
Q4 | $446K | Buy |
8,176
+2,812
| +52% | +$153K | 0.29% | 80 |
|
|
2021
Q3 | $295K | Buy |
+5,364
| New | +$295K | 0.15% | 117 |
|