Western Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-5,422
| Closed | -$262K | – | 688 |
|
2022
Q3 | $262K | Buy |
5,422
+36
| +0.7% | +$1.74K | 0.02% | 667 |
|
2022
Q2 | $269K | Sell |
5,386
-247
| -4% | -$12.3K | 0.02% | 646 |
|
2022
Q1 | $294K | Buy |
+5,633
| New | +$294K | 0.01% | 682 |
|
2020
Q3 | – | Sell |
-4,267
| Closed | -$238K | – | 446 |
|
2020
Q2 | $238K | Sell |
4,267
-2,950
| -41% | -$165K | 0.04% | 360 |
|
2020
Q1 | $396K | Sell |
7,217
-298
| -4% | -$16.4K | 0.09% | 219 |
|
2019
Q4 | $412K | Sell |
7,515
-2,083
| -22% | -$114K | 0.06% | 261 |
|
2019
Q3 | $537K | Sell |
9,598
-278
| -3% | -$15.6K | 0.11% | 204 |
|
2019
Q2 | $539K | Buy |
9,876
+306
| +3% | +$16.7K | 0.07% | 209 |
|
2019
Q1 | $511K | Buy |
9,570
+1,478
| +18% | +$78.9K | 0.11% | 206 |
|
2018
Q4 | $422K | Buy |
+8,092
| New | +$422K | 0.11% | 202 |
|