Aletheian Wealth Advisors’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 | $3.49M | Buy |
68,246
+15,611
| +30% | +$798K | 1.72% | 14 |
|
|
2025
Q1 | $2.63M | Buy |
52,635
+9,532
| +22% | +$477K | 1.48% | 18 |
|
|
2024
Q4 | $2.15M | Buy |
43,103
+1,838
| +4% | +$91.8K | 1.27% | 19 |
|
|
2024
Q3 | $2.14M | Sell |
41,265
-3,037
| -7% | -$157K | 1.25% | 20 |
|
|
2024
Q2 | $2.21M | Sell |
44,302
-235
| -0.5% | -$11.7K | 1.17% | 23 |
|
|
2024
Q1 | $2.22M | Sell |
44,537
-440
| -1% | -$22K | 1.21% | 22 |
|
|
2023
Q4 | $2.24M | Buy |
44,977
+12,207
| +37% | +$608K | 1.48% | 15 |
|
|
2023
Q3 | $1.6M | Sell |
32,770
-523
| -2% | -$25.5K | 1.23% | 17 |
|
|
2023
Q2 | $1.64M | Buy |
33,293
+1,857
| +6% | +$91.5K | 1.12% | 20 |
|
|
2023
Q1 | $1.54M | Sell |
31,436
-19,731
| -39% | -$966K | 1.36% | 18 |
|
|
2022
Q4 | $2.43M | Buy |
51,167
+5,975
| +13% | +$284K | 2.1% | 13 |
|
|
2022
Q3 | $2.18M | Buy |
45,192
+4,089
| +10% | +$198K | 2.48% | 12 |
|
|
2022
Q2 | $2.05M | Sell |
41,103
-13,985
| -25% | -$696K | 2.08% | 14 |
|
|
2022
Q1 | $2.87M | Buy |
55,088
+41,381
| +302% | +$2.16M | 2.73% | 12 |
|
|
2021
Q4 | $747K | Buy |
+13,707
| New | +$747K | 0.73% | 28 |
|