Apella Capital’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 | $16M | Buy |
313,146
+100,137
| +47% | +$5.11M | 0.43% | 49 |
|
2025
Q1 | $10.7M | Buy |
213,009
+154,073
| +261% | +$7.73M | 0.37% | 58 |
|
2024
Q4 | $2.94M | Buy |
58,936
+35,803
| +155% | +$1.79M | 0.11% | 97 |
|
2024
Q3 | $1.2M | Sell |
23,133
-1,313
| -5% | -$68.2K | 0.05% | 140 |
|
2024
Q2 | $1.22M | Sell |
24,446
-315
| -1% | -$15.8K | 0.05% | 138 |
|
2024
Q1 | $1.23M | Sell |
24,761
-5,984
| -19% | -$298K | 0.06% | 129 |
|
2023
Q4 | $1.52M | Buy |
30,745
+13,952
| +83% | +$690K | 0.08% | 108 |
|
2023
Q3 | $819K | Sell |
16,793
-134
| -0.8% | -$6.54K | 0.06% | 133 |
|
2023
Q2 | $834K | Buy |
+16,927
| New | +$834K | 0.06% | 130 |
|
2022
Q4 | $1.01M | Sell |
21,290
-15,395
| -42% | -$732K | 0.09% | 104 |
|
2022
Q3 | $1.77M | Buy |
36,685
+16,410
| +81% | +$793K | 0.21% | 69 |
|
2022
Q2 | $1.01M | Sell |
20,275
-10,962
| -35% | -$546K | 0.12% | 101 |
|
2022
Q1 | $1.63M | Buy |
31,237
+20,047
| +179% | +$1.04M | 0.23% | 65 |
|
2021
Q4 | $610K | Sell |
11,190
-13,720
| -55% | -$748K | 0.08% | 120 |
|
2021
Q3 | $1.37M | Buy |
24,910
+1,482
| +6% | +$81.6K | 0.2% | 80 |
|
2021
Q2 | $1.29M | Buy |
+23,428
| New | +$1.29M | 0.21% | 78 |
|