Allegheny Financial Group’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	$3.26M	Buy	65,227 +1,016	+2%	+$51.1K	0.44%	38
2025 Q4	$3.21M	Buy	64,211 +1,798	+3%	+$92.4K	0.48%	38
2025 Q3	$3.2M	Sell	62,413 -1,004	-2%	-$51.3K	0.6%	30
2025 Q2	$3.24M	Sell	63,417 -3,484	-5%	-$177K	0.72%	23
2025 Q1	$3.34M	Sell	66,901 -341	-0.5%	-$17K	0.86%	19
2024 Q4	$3.36M	Buy	67,242 +326	+0.5%	+$16.8K	0.86%	20
2024 Q3	$3.47M	Sell	66,916 -1,054	-2%	-$53.9K	0.86%	17
2024 Q2	$3.39M	Buy	67,970 +626	+0.9%	+$31.1K	0.97%	15
2024 Q1	$3.36M	Buy	67,344 +1,429	+2%	+$70.8K	1.04%	16
2023 Q4	$3.28M	Buy	65,915 +4,082	+7%	+$202K	1.05%	15
2023 Q3	$3.02M	Buy	61,833 +12,760	+26%	+$626K	1.13%	16
2023 Q2	$2.42M	Sell	49,073 -13,534	-22%	-$664K	1.14%	16
2023 Q1	$3.06M	Sell	62,607 -669	-1%	-$32.4K	1.24%	16
2022 Q4	$3.01M	Sell	63,276 -1,260	-2%	-$61.5K	1.26%	17
2022 Q3	$3.12M	Sell	64,536 -4,693	-7%	-$235K	1.47%	16
2022 Q2	$3.45M	Sell	69,229 -6,920	-9%	-$350K	1.61%	16
2022 Q1	$3.97M	Sell	76,149 -4,191	-5%	-$223K	1.68%	14
2021 Q4	$4.38M	Sell	80,340 -831	-1%	-$45.8K	1.75%	13
2021 Q3	$4.47M	Sell	81,171 -464	-0.6%	-$25.8K	2.05%	10
2021 Q2	$4.5M	Buy	81,635 +5,317	+7%	+$292K	2.04%	10
2021 Q1	$4.19M	Buy	76,318 +6,244	+9%	+$346K	3.06%	8
2020 Q4	$3.94M	Buy	+70,074	New	+$3.92M	2.12%	9