Atria Wealth Solutions’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
2025 Q2	$9.24M	Buy	180,948 +122,229	+208%	+$6.19M	0.21%	106
2025 Q1	$2.94M	Buy	58,719 +491	+0.8%	+$24.5K	0.04%	505
2024 Q4	$2.91M	Buy	58,228 +9,862	+20%	+$509K	0.03%	511
2024 Q3	$2.51M	Buy	48,366 +3,391	+8%	+$173K	0.03%	552
2024 Q2	$2.25M	Buy	44,975 +6,621	+17%	+$329K	0.02%	590
2024 Q1	$1.92M	Buy	38,354 +416	+1%	+$20.6K	0.02%	657
2023 Q4	$1.89M	Buy	37,938 +125	+0.3%	+$6.18K	0.02%	619
2023 Q3	$1.84M	Buy	37,813 +940	+3%	+$46.1K	0.03%	585
2023 Q2	$1.82M	Sell	36,873 -336	-0.9%	-$16.5K	0.02%	600
2023 Q1	$1.82M	Sell	37,209 -78,813	-68%	-$3.82M	0.03%	574
2022 Q4	$5.52M	Buy	116,022 +12,528	+12%	+$612K	0.09%	242
2022 Q3	$5M	Sell	103,494 -415	-0.4%	-$20.8K	0.09%	232
2022 Q2	$5.18M	Buy	103,909 +1,851	+2%	+$93.7K	0.1%	229
2022 Q1	$5.32M	Buy	+102,058	New	+$5.43M	0.09%	237