Avantax Advisory Services’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 | $7.83M | Buy |
+153,329
| New | +$7.83M | 0.04% | 326 |
|
|
2025
Q1 | – | Sell |
-5,333
| Closed | -$266K | – | 2280 |
|
|
2024
Q4 | $266K | Buy |
5,333
+301
| +6% | +$15K | ﹤0.01% | 1861 |
|
|
2024
Q3 | $261K | Sell |
5,032
-5,762
| -53% | -$299K | ﹤0.01% | 1858 |
|
|
2024
Q2 | $539K | Buy |
10,794
+5,081
| +89% | +$254K | ﹤0.01% | 1318 |
|
|
2024
Q1 | $285K | Buy |
5,713
+8
| +0.1% | +$400 | ﹤0.01% | 1323 |
|
|
2023
Q4 | $284K | Sell |
5,705
-15,313
| -73% | -$763K | ﹤0.01% | 1266 |
|
|
2023
Q3 | $1.03M | Sell |
21,018
-4,392
| -17% | -$214K | 0.01% | 682 |
|
|
2023
Q2 | $1.25M | Buy |
25,410
+5,049
| +25% | +$249K | 0.01% | 606 |
|
|
2023
Q1 | $997K | Sell |
20,361
-145
| -0.7% | -$7.1K | 0.01% | 665 |
|
|
2022
Q4 | $975K | Buy |
20,506
+1,084
| +6% | +$51.5K | 0.01% | 648 |
|
|
2022
Q3 | $939K | Buy |
19,422
+1,412
| +8% | +$68.3K | 0.01% | 573 |
|
|
2022
Q2 | $897K | Buy |
18,010
+596
| +3% | +$29.7K | 0.01% | 584 |
|
|
2022
Q1 | $906K | Buy |
17,414
+1,224
| +8% | +$63.7K | 0.01% | 570 |
|
|
2021
Q4 | $883K | Sell |
16,190
-1,362
| -8% | -$74.3K | 0.01% | 559 |
|
|
2021
Q3 | $968K | Buy |
17,552
+846
| +5% | +$46.7K | 0.02% | 501 |
|
|
2021
Q2 | $925K | Buy |
16,706
+25
| +0.1% | +$1.38K | 0.02% | 493 |
|
|
2021
Q1 | $918K | Sell |
16,681
-3,485
| -17% | -$192K | 0.02% | 450 |
|
|
2020
Q4 | $1.13M | Sell |
20,166
-4,871
| -19% | -$273K | 0.03% | 373 |
|
|
2020
Q3 | $1.39M | Buy |
25,037
+6,391
| +34% | +$356K | 0.02% | 435 |
|
|
2020
Q2 | $1.04M | Buy |
18,646
+1,201
| +7% | +$66.7K | 0.03% | 336 |
|
|
2020
Q1 | $951K | Buy |
+17,445
| New | +$951K | 0.03% | 312 |
|