Appleton Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Appleton Partners’s Portfolio IAGG Stock Details IAGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.47M	Buy	126,629 +3,640	+3%	+$186K	0.46%	68
2025 Q1	$6.15M	Buy	122,989 +6,688	+6%	+$334K	0.48%	68
2024 Q4	$5.81M	Buy	116,301 +3,578	+3%	+$179K	0.43%	70
2024 Q3	$5.84M	Buy	112,723 +646	+0.6%	+$33.5K	0.43%	75
2024 Q2	$5.6M	Sell	112,077 -679	-0.6%	-$33.9K	0.43%	72
2024 Q1	$5.63M	Buy	112,756 +1,380	+1%	+$68.9K	0.44%	72
2023 Q4	$5.55M	Buy	111,376 +1,487	+1%	+$74.1K	0.45%	70
2023 Q3	$5.36M	Buy	109,889 +5,032	+5%	+$245K	0.48%	66
2023 Q2	$5.17M	Buy	104,857 +1,389	+1%	+$68.5K	0.44%	67
2023 Q1	$5.07M	Buy	103,468 +1,865	+2%	+$91.3K	0.45%	62
2022 Q4	$4.83M	Buy	101,603 +568	+0.6%	+$27K	0.46%	62
2022 Q3	$4.88M	Buy	101,035 +2,408	+2%	+$116K	0.49%	60
2022 Q2	$4.91M	Buy	98,627 +1,572	+2%	+$78.3K	0.46%	59
2022 Q1	$5.06M	Buy	97,055 +3,525	+4%	+$184K	0.41%	67
2021 Q4	$5.1M	Sell	93,530 -554	-0.6%	-$30.2K	0.38%	72
2021 Q3	$5.18M	Buy	94,084 +3,834	+4%	+$211K	0.43%	68
2021 Q2	$4.97M	Buy	90,250 +3,519	+4%	+$194K	0.42%	70
2021 Q1	$4.76M	Buy	86,731 +5,151	+6%	+$283K	0.44%	64
2020 Q4	$4.59M	Buy	81,580 +4,129	+5%	+$232K	0.45%	62
2020 Q3	$4.31M	Buy	77,451 +3,035	+4%	+$169K	0.48%	56
2020 Q2	$4.14M	Sell	74,416 -480	-0.6%	-$26.7K	0.5%	55
2020 Q1	$4.1M	Buy	74,896 +1,025	+1%	+$56.1K	0.57%	45
2019 Q4	$4.05M	Buy	73,871 +998	+1%	+$54.7K	0.44%	58
2019 Q3	$4.07M	Sell	72,873 -1,250	-2%	-$69.7K	0.49%	56
2019 Q2	$4.04M	Buy	74,123 +2,915	+4%	+$159K	0.5%	55
2019 Q1	$3.81M	Sell	71,208 -769	-1%	-$41.1K	0.5%	56
2018 Q4	$3.76M	Sell	71,977 -5,775	-7%	-$302K	0.56%	54
2018 Q3	$4.06M	Buy	77,752 +9,435	+14%	+$493K	0.54%	57
2018 Q2	$3.6M	Buy	68,317 +18,235	+36%	+$961K	0.52%	61
2018 Q1	$2.64M	Buy	50,082 +32,352	+182%	+$1.7M	0.4%	76
2017 Q4	$923K	Buy	+17,730	New	+$923K	0.14%	139