Aspect Partners’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
$9.23M Buy
180,687
+12,855
+8% +$657K 4.55% 6
2025
Q1
$8.39M Buy
167,832
+16,349
+11% +$817K 4.8% 4
2024
Q4
$7.56M Buy
151,483
+757
+0.5% +$37.8K 4.37% 4
2024
Q3
$7.81M Buy
150,726
+23,578
+19% +$1.22M 4.38% 5
2024
Q2
$6.35M Sell
127,148
-13,588
-10% -$678K 3.78% 5
2024
Q1
$7.03M Buy
140,736
+2,864
+2% +$143K 5.55% 3
2023
Q4
$6.87M Buy
+137,872
New +$6.87M 4.43% 5