AFAS
Acorn Financial Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
10,181
+905
| +10% | +$46.2K | 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% | +$64.4K | 0.08% | 116 |
|
|
2024
Q3 | $463K | Sell |
8,939
-170
| -2% | -$8.81K | 0.08% | 117 |
|
|
2024
Q2 | $455K | Buy |
9,109
+166
| +2% | +$8.29K | 0.08% | 113 |
|
|
2024
Q1 | $447K | Sell |
8,943
-1,531
| -15% | -$76.5K | 0.08% | 117 |
|
|
2023
Q4 | $522K | Buy |
10,474
+1,163
| +12% | +$57.9K | 0.09% | 134 |
|
|
2023
Q3 | $454K | Sell |
9,311
-1,106
| -11% | -$54K | 0.08% | 143 |
|
|
2023
Q2 | $513K | Hold |
10,417
| – | – | 0.09% | 129 |
|
|
2023
Q1 | $510K | Sell |
10,417
-61
| -0.6% | -$2.99K | 0.1% | 119 |
|
|
2022
Q4 | $498K | Buy |
10,478
+53
| +0.5% | +$2.52K | 0.11% | 118 |
|
|
2022
Q3 | $504K | Hold |
10,425
| – | – | 0.12% | 121 |
|
|
2022
Q2 | $519K | Sell |
10,425
-2,745
| -21% | -$137K | 0.12% | 113 |
|
|
2022
Q1 | $687K | Sell |
13,170
-1,744
| -12% | -$91K | 0.14% | 103 |
|
|
2021
Q4 | $813K | Buy |
14,914
+500
| +3% | +$27.3K | 0.16% | 91 |
|
|
2021
Q3 | $793K | Buy |
14,414
+3,644
| +34% | +$200K | 0.25% | 91 |
|
|
2021
Q2 | $593K | Buy |
10,770
+164
| +2% | +$9.03K | 0.17% | 130 |
|
|
2021
Q1 | $582K | Sell |
10,606
-305
| -3% | -$16.7K | 0.21% | 110 |
|
|
2020
Q4 | $613K | Buy |
10,911
+626
| +6% | +$35.2K | 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% | +$2.95K | 0.36% | 98 |
|
|
2020
Q1 | $506K | Buy |
9,247
+1,356
| +17% | +$74.2K | 0.5% | 69 |
|
|
2019
Q4 | $432K | Buy |
+7,891
| New | +$432K | 0.36% | 94 |
|