Wealth Enhancement Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
8,592
+2,182
| +34% | +$111K | ﹤0.01% | 2305 |
|
|
2025
Q1 | $320K | Buy |
6,410
+445
| +7% | +$22.2K | ﹤0.01% | 2378 |
|
|
2024
Q4 | $298K | Buy |
+5,965
| New | +$298K | ﹤0.01% | 2364 |
|
|
2021
Q3 | – | Sell |
-118,219
| Closed | -$6.57M | – | 310 |
|
|
2021
Q2 | $6.57M | Buy |
118,219
+5,465
| +5% | +$304K | 0.11% | 88 |
|
|
2021
Q1 | $6.19M | Buy |
112,754
+14,721
| +15% | +$808K | 0.11% | 84 |
|
|
2020
Q4 | $5.49M | Buy |
98,033
+17,684
| +22% | +$991K | 0.12% | 67 |
|
|
2020
Q3 | $4.48M | Buy |
80,349
+6,910
| +9% | +$385K | 0.12% | 65 |
|
|
2020
Q2 | $4.1M | Buy |
73,439
+9,834
| +15% | +$549K | 0.12% | 67 |
|
|
2020
Q1 | $3.52M | Sell |
63,605
-102,955
| -62% | -$5.7M | 0.13% | 77 |
|
|
2019
Q4 | $9.13M | Buy |
166,560
+26,774
| +19% | +$1.47M | 0.32% | 48 |
|
|
2019
Q3 | $7.74M | Buy |
139,786
+82,524
| +144% | +$4.57M | 0.31% | 47 |
|
|
2019
Q2 | $3.15M | Buy |
57,262
+37,794
| +194% | +$2.08M | 0.14% | 62 |
|
|
2019
Q1 | $1.03M | Buy |
19,468
+8,973
| +85% | +$476K | 0.06% | 138 |
|
|
2018
Q4 | $548K | Buy |
10,495
+2,966
| +39% | +$155K | 0.03% | 147 |
|
|
2018
Q3 | $392K | Buy |
7,529
+2,052
| +37% | +$107K | 0.02% | 148 |
|
|
2018
Q2 | $289K | Buy |
+5,477
| New | +$289K | 0.02% | 149 |
|