Wiser 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.97M | Sell |
77,610
-750
| -1% | -$38.3K | 0.99% | 12 |
|
2025
Q1 | $3.92M | Buy |
78,360
+33,053
| +73% | +$1.65M | 1.1% | 12 |
|
2024
Q4 | $2.26M | Sell |
45,307
-14,532
| -24% | -$725K | 0.63% | 16 |
|
2024
Q3 | $3.1M | Buy |
59,839
+11,299
| +23% | +$586K | 0.89% | 12 |
|
2024
Q2 | $2.42M | Buy |
48,540
+23,262
| +92% | +$1.16M | 0.75% | 12 |
|
2024
Q1 | $1.26M | Buy |
25,278
+2,478
| +11% | +$124K | 0.41% | 18 |
|
2023
Q4 | $1.13M | Buy |
+22,800
| New | +$1.13M | 0.41% | 20 |
|
2023
Q1 | – | Sell |
-15,481
| Closed | -$736K | – | 36 |
|
2022
Q4 | $736K | Buy |
15,481
+9,297
| +150% | +$442K | 0.34% | 26 |
|
2022
Q3 | $299K | Sell |
6,184
-75,522
| -92% | -$3.65M | 0.16% | 30 |
|
2022
Q2 | $4.07M | Buy |
+81,706
| New | +$4.07M | 2.11% | 13 |
|