AE 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 | $9.83M | Buy |
192,344
+80,829
| +72% | +$4.13M | 0.07% | 249 |
|
|
2025
Q1 | $5.57M | Buy |
111,515
+1,993
| +2% | +$99.6K | 0.05% | 325 |
|
|
2024
Q4 | $5.47M | Buy |
109,522
+906
| +0.8% | +$45.2K | 0.05% | 326 |
|
|
2024
Q3 | $5.63M | Buy |
108,616
+79,409
| +272% | +$4.11M | 0.05% | 312 |
|
|
2024
Q2 | $1.46M | Buy |
29,207
+5,982
| +26% | +$299K | 0.01% | 607 |
|
|
2024
Q1 | $1.16M | Sell |
23,225
-49,260
| -68% | -$2.46M | 0.01% | 625 |
|
|
2023
Q4 | $3.57M | Buy |
72,485
+4,494
| +7% | +$221K | 0.02% | 703 |
|
|
2023
Q3 | $3.32M | Buy |
67,991
+525
| +0.8% | +$25.6K | 0.02% | 671 |
|
|
2023
Q2 | $3.33M | Buy |
67,466
+2,789
| +4% | +$137K | 0.02% | 673 |
|
|
2023
Q1 | $3.17M | Buy |
64,677
+5,952
| +10% | +$291K | 0.02% | 644 |
|
|
2022
Q4 | $2.79M | Sell |
58,725
-5,202
| -8% | -$247K | 0.02% | 636 |
|
|
2022
Q3 | $3.09M | Sell |
63,927
-9,100
| -12% | -$440K | 0.02% | 563 |
|
|
2022
Q2 | $3.64M | Sell |
73,027
-7,925
| -10% | -$395K | 0.03% | 477 |
|
|
2022
Q1 | $4.22M | Buy |
80,952
+4,484
| +6% | +$234K | 0.03% | 492 |
|
|
2021
Q4 | $4.17M | Sell |
76,468
-4,198
| -5% | -$229K | 0.03% | 464 |
|
|
2021
Q3 | $4.44M | Buy |
80,666
+8,048
| +11% | +$443K | 0.04% | 412 |
|
|
2021
Q2 | $4M | Buy |
72,618
+11,584
| +19% | +$638K | 0.03% | 429 |
|
|
2021
Q1 | $3.35M | Sell |
61,034
-6,317
| -9% | -$347K | 0.03% | 417 |
|
|
2020
Q4 | $3.79M | Buy |
67,351
+4,008
| +6% | +$225K | 0.04% | 328 |
|
|
2020
Q3 | $3.53M | Buy |
63,343
+1,822
| +3% | +$101K | 0.05% | 291 |
|
|
2020
Q2 | $3.43M | Sell |
61,521
-14,580
| -19% | -$812K | 0.05% | 284 |
|
|
2020
Q1 | $4.16M | Buy |
76,101
+21,754
| +40% | +$1.19M | 0.1% | 189 |
|
|
2019
Q4 | $2.98M | Buy |
54,347
+16,762
| +45% | +$918K | 0.06% | 265 |
|
|
2019
Q3 | $2.1M | Buy |
37,585
+14,330
| +62% | +$800K | 0.06% | 268 |
|
|
2019
Q2 | $1.27M | Buy |
+23,255
| New | +$1.27M | 0.04% | 340 |
|