BIP Wealth’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
2026 Q1	$10.6M	Buy	211,618 +2,648	+1%	+$133K	0.43%	47
2025 Q4	$10.5M	Buy	208,970 +8,808	+4%	+$453K	0.37%	61
2025 Q3	$10.3M	Buy	200,162 +22,208	+12%	+$1.13M	0.51%	42
2025 Q2	$9.09M	Buy	177,954 +5,585	+3%	+$283K	0.56%	32
2025 Q1	$8.62M	Buy	172,369 +5,474	+3%	+$274K	0.56%	30
2024 Q4	$8.33M	Buy	166,895 +7,665	+5%	+$395K	0.56%	29
2024 Q3	$8.25M	Buy	159,230 +15,460	+11%	+$790K	0.56%	30
2024 Q2	$7.18M	Sell	143,770 -12,525	-8%	-$623K	0.59%	27
2024 Q1	$7.81M	Buy	156,295 +2,987	+2%	+$148K	0.57%	28
2023 Q4	$7.63M	Buy	153,308 +2,441	+2%	+$121K	0.6%	30
2023 Q3	$7.36M	Buy	150,867 +1,723	+1%	+$84.6K	0.68%	24
2023 Q2	$7.35M	Buy	149,144 +21,041	+16%	+$1.03M	0.6%	28
2023 Q1	$6.24M	Buy	+128,103	New	+$6.21M	0.69%	33