Beacon Bridge Wealth 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 | $4.26M | Buy |
83,390
+38,383
| +85% | +$1.96M | 1.69% | 18 |
|
|
2025
Q1 | $2.25M | Buy |
45,007
+1,191
| +3% | +$59.5K | 0.96% | 33 |
|
|
2024
Q4 | $2.19M | Buy |
43,816
+2,028
| +5% | +$101K | 0.93% | 31 |
|
|
2024
Q3 | $2.17M | Buy |
41,788
+2,088
| +5% | +$108K | 0.93% | 31 |
|
|
2024
Q2 | $1.98M | Buy |
39,700
+2,646
| +7% | +$132K | 0.91% | 30 |
|
|
2024
Q1 | $1.85M | Buy |
37,054
+2,689
| +8% | +$134K | 0.87% | 34 |
|
|
2023
Q4 | $1.71M | Buy |
34,365
+211
| +0.6% | +$10.5K | 0.85% | 30 |
|
|
2023
Q3 | $1.67M | Sell |
34,154
-19,331
| -36% | -$943K | 0.88% | 32 |
|
|
2023
Q2 | $2.64M | Buy |
+53,485
| New | +$2.64M | 1.35% | 20 |
|