Acorn Financial Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$544K	Sell	10,865 -592	-5%	-$29.8K	0.07%	120
2025 Q4	$573K	Buy	11,457 +404	+4%	+$20.8K	0.08%	112
2025 Q3	$566K	Buy	11,053 +872	+9%	+$44.6K	0.09%	108
2025 Q2	$520K	Buy	10,181 +905	+10%	+$45.9K	0.09%	114
2025 Q1	$464K	Sell	9,276 -953	-9%	-$47.6K	0.08%	111
2024 Q4	$511K	Buy	10,229 +1,290	+14%	+$66.6K	0.08%	116
2024 Q3	$463K	Sell	8,939 -170	-2%	-$8.69K	0.08%	117
2024 Q2	$455K	Buy	9,109 +166	+2%	+$8.26K	0.08%	113
2024 Q1	$447K	Sell	8,943 -1,531	-15%	-$75.8K	0.08%	117
2023 Q4	$522K	Buy	10,474 +1,163	+12%	+$57.5K	0.09%	134
2023 Q3	$454K	Sell	9,311 -1,106	-11%	-$54.3K	0.08%	143
2023 Q2	$513K	Hold	10,417	–	–	0.09%	129
2023 Q1	$510K	Sell	10,417 -61	-0.6%	-$2.96K	0.1%	119
2022 Q4	$498K	Buy	10,478 +53	+0.5%	+$2.59K	0.11%	118
2022 Q3	$504K	Hold	10,425	–	–	0.12%	121
2022 Q2	$519K	Sell	10,425 -2,745	-21%	-$139K	0.12%	113
2022 Q1	$687K	Sell	13,170 -1,744	-12%	-$92.8K	0.14%	103
2021 Q4	$813K	Buy	14,914 +500	+3%	+$27.5K	0.16%	91
2021 Q3	$793K	Buy	14,414 +3,644	+34%	+$203K	0.25%	91
2021 Q2	$593K	Buy	10,770 +164	+2%	+$9.01K	0.17%	130
2021 Q1	$582K	Sell	10,606 -305	-3%	-$16.9K	0.21%	110
2020 Q4	$613K	Buy	10,911 +626	+6%	+$35K	0.24%	107
2020 Q3	$572K	Buy	10,285 +985	+11%	+$54.8K	0.3%	98
2020 Q2	$518K	Buy	9,300 +53	+0.6%	+$2.93K	0.36%	98
2020 Q1	$506K	Buy	9,247 +1,356	+17%	+$75K	0.5%	69
2019 Q4	$432K	Buy	+7,891	New	+$435K	0.36%	94