WealthShield Partners’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 | $2.53M | Buy |
49,501
+46,391
| +1,492% | +$2.37M | 0.31% | 92 |
|
|
2025
Q1 | $155K | Buy |
+3,110
| New | +$155K | 0.02% | 339 |
|
|
2020
Q4 | – | Sell |
-108
| Closed | -$6K | – | 330 |
|
|
2020
Q3 | $6K | Hold |
108
| – | – | ﹤0.01% | 360 |
|
|
2020
Q2 | $6K | Hold |
108
| – | – | ﹤0.01% | 303 |
|
|
2020
Q1 | $6K | Hold |
108
| – | – | ﹤0.01% | 231 |
|
|
2019
Q4 | $6K | Sell |
108
-224
| -67% | -$12.4K | ﹤0.01% | 257 |
|
|
2019
Q3 | $19K | Buy |
332
+108
| +48% | +$6.18K | 0.01% | 222 |
|
|
2019
Q2 | $12K | Sell |
224
-108
| -33% | -$5.79K | 0.01% | 206 |
|
|
2019
Q1 | $18K | Sell |
332
-34
| -9% | -$1.84K | 0.01% | 220 |
|
|
2018
Q4 | $19K | Hold |
366
| – | – | 0.01% | 191 |
|
|
2018
Q3 | $19K | Sell |
366
-170
| -32% | -$8.83K | 0.01% | 190 |
|
|
2018
Q2 | $28K | Sell |
536
-442
| -45% | -$23.1K | 0.02% | 172 |
|
|
2018
Q1 | $52K | Buy |
+978
| New | +$52K | 0.03% | 150 |
|