Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-90,601
| Closed | -$4.69M | – | 53 |
|
|
2024
Q3 | $4.69M | Sell |
90,601
-2,661
| -3% | -$138K | 1.44% | 22 |
|
|
2024
Q2 | $4.66M | Buy |
93,262
+7,134
| +8% | +$356K | 1.56% | 23 |
|
|
2024
Q1 | $4.3M | Buy |
86,128
+7,896
| +10% | +$394K | 1.55% | 22 |
|
|
2023
Q4 | $3.9M | Buy |
78,232
+3,322
| +4% | +$165K | 1.59% | 23 |
|
|
2023
Q3 | $3.65M | Buy |
74,910
+56,912
| +316% | +$2.78M | 1.75% | 22 |
|
|
2023
Q2 | $887K | Buy |
+17,998
| New | +$887K | 0.41% | 45 |
|