Wealth Advisory Solutions’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 | $2.42M | Sell |
47,409
-202
| -0.4% | -$10.3K | 0.61% | 45 |
|
2025
Q1 | $2.38M | Sell |
47,611
-2,190
| -4% | -$109K | 0.63% | 45 |
|
2024
Q4 | $2.49M | Buy |
49,801
+2,482
| +5% | +$124K | 0.7% | 38 |
|
2024
Q3 | $2.45M | Buy |
47,319
+966
| +2% | +$50.1K | 0.68% | 40 |
|
2024
Q2 | $2.31M | Buy |
46,353
+1,120
| +2% | +$55.9K | 0.63% | 41 |
|
2024
Q1 | $2.26M | Buy |
+45,233
| New | +$2.26M | 0.59% | 43 |
|
2023
Q4 | – | Sell |
-45,848
| Closed | -$2.24M | – | 91 |
|
2023
Q3 | $2.24M | Sell |
45,848
-1,057
| -2% | -$51.6K | 0.44% | 47 |
|
2023
Q2 | $2.31M | Sell |
46,905
-749
| -2% | -$36.9K | 0.62% | 46 |
|
2023
Q1 | $2.33M | Buy |
47,654
+2,470
| +5% | +$121K | 0.62% | 47 |
|
2022
Q4 | $2.15M | Buy |
45,184
+785
| +2% | +$37.3K | 0.58% | 46 |
|
2022
Q3 | $2.15M | Buy |
44,399
+13,613
| +44% | +$658K | 0.59% | 49 |
|
2022
Q2 | $1.53M | Buy |
30,786
+19,490
| +173% | +$971K | 0.38% | 71 |
|
2022
Q1 | $589K | Buy |
+11,296
| New | +$589K | 0.12% | 98 |
|
2021
Q3 | $771K | Buy |
14,009
+3,421
| +32% | +$188K | 0.17% | 92 |
|
2021
Q2 | $583K | Buy |
10,588
+244
| +2% | +$13.4K | 0.14% | 98 |
|
2021
Q1 | $1K | Sell |
10,344
-129
| -1% | -$12 | ﹤0.01% | 124 |
|
2020
Q4 | $588K | Buy |
10,473
+48
| +0.5% | +$2.7K | 0.16% | 87 |
|
2020
Q3 | $580K | Buy |
10,425
+99
| +1% | +$5.51K | 0.15% | 98 |
|
2020
Q2 | $574K | Buy |
10,326
+16
| +0.2% | +$889 | 0.16% | 99 |
|
2020
Q1 | $563K | Buy |
10,310
+3,535
| +52% | +$193K | 0.19% | 97 |
|
2019
Q4 | $371K | Buy |
+6,775
| New | +$371K | 0.1% | 134 |
|