Bigelow Investment Advisors’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 | $468K | Sell |
9,165
-1,703
| -16% | -$87K | 0.21% | 114 |
|
|
2025
Q1 | $543K | Sell |
10,868
-1,993
| -15% | -$99.6K | 0.26% | 97 |
|
|
2024
Q4 | $642K | Sell |
12,861
-602
| -4% | -$30.1K | 0.3% | 90 |
|
|
2024
Q3 | $698K | Sell |
13,463
-40
| -0.3% | -$2.07K | 0.31% | 92 |
|
|
2024
Q2 | $674K | Sell |
13,503
-560
| -4% | -$28K | 0.32% | 85 |
|
|
2024
Q1 | $702K | Sell |
14,063
-352
| -2% | -$17.6K | 0.35% | 83 |
|
|
2023
Q4 | $718K | Sell |
14,415
-1,780
| -11% | -$88.6K | 0.39% | 73 |
|
|
2023
Q3 | $790K | Sell |
16,195
-467
| -3% | -$22.8K | 0.45% | 70 |
|
|
2023
Q2 | $821K | Buy |
+16,662
| New | +$821K | 0.45% | 70 |
|
|
2023
Q1 | – | Sell |
-16,654
| Closed | -$792K | – | 67 |
|
|
2022
Q4 | $792K | Buy |
16,654
+1,554
| +10% | +$73.9K | 0.46% | 69 |
|
|
2022
Q3 | $730K | Buy |
15,100
+2,796
| +23% | +$135K | 0.44% | 66 |
|
|
2022
Q2 | $613K | Buy |
12,304
+3,710
| +43% | +$185K | 0.34% | 85 |
|
|
2022
Q1 | $448K | Buy |
8,594
+1,380
| +19% | +$71.9K | 0.21% | 104 |
|
|
2021
Q4 | $393K | Buy |
7,214
+270
| +4% | +$14.7K | 0.18% | 110 |
|
|
2021
Q3 | $382K | Buy |
6,944
+853
| +14% | +$46.9K | 0.19% | 108 |
|
|
2021
Q2 | $336K | Hold |
6,091
| – | – | 0.16% | 115 |
|
|
2021
Q1 | $334K | Buy |
6,091
+432
| +8% | +$23.7K | 0.17% | 116 |
|
|
2020
Q4 | $318K | Buy |
5,659
+675
| +14% | +$37.9K | 0.17% | 116 |
|
|
2020
Q3 | $277K | Buy |
4,984
+884
| +22% | +$49.1K | 0.16% | 121 |
|
|
2020
Q2 | $228K | Buy |
4,100
+145
| +4% | +$8.06K | 0.15% | 130 |
|
|
2020
Q1 | $216K | Buy |
+3,955
| New | +$216K | 0.16% | 130 |
|