Capital Analysts LLC’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	$34.1M	Buy	682,304 +56,131	+9%	+$2.82M	0.9%	18
2025 Q4	$31.3M	Buy	626,173 +13,379	+2%	+$688K	0.87%	21
2025 Q3	$31.4M	Buy	612,794 +21,918	+4%	+$1.12M	0.92%	19
2025 Q2	$30.2M	Buy	590,876 +73,890	+14%	+$3.74M	1.01%	17
2025 Q1	$25.8M	Sell	516,986 -98,652	-16%	-$4.93M	0.96%	18
2024 Q4	$30.7M	Buy	615,638 +87,971	+17%	+$4.54M	1.23%	16
2024 Q3	$27.3M	Buy	527,667 +29,203	+6%	+$1.49M	1.11%	16
2024 Q2	$24.9M	Buy	498,464 +18,467	+4%	+$918K	1.1%	17
2024 Q1	$24M	Buy	479,997 +15,109	+3%	+$748K	1.12%	17
2023 Q4	$23.2M	Buy	464,888 +4,534	+1%	+$224K	1.17%	15
2023 Q3	$22.5M	Buy	460,354 +37,558	+9%	+$1.84M	1.25%	17
2023 Q2	$20.8M	Buy	422,796 +19,314	+5%	+$947K	1.16%	17
2023 Q1	$19.8M	Buy	403,482 +32,804	+9%	+$1.59M	1.13%	17
2022 Q4	$17.6M	Buy	370,678 +50,986	+16%	+$2.49M	1.08%	18
2022 Q3	$15.4M	Buy	319,692 +8,993	+3%	+$451K	1.06%	17
2022 Q2	$15.5M	Buy	+310,699	New	+$15.7M	1.08%	16
2020 Q2	–	Sell	-126	Closed	-$7K	–	716
2020 Q1	$7K	Sell	126 -154	-55%	-$8.52K	﹤0.01%	549
2019 Q4	$15K	Buy	280 +1	+0.4%	+$55	﹤0.01%	515
2019 Q3	$15K	Buy	279 +2	+0.7%	+$111	﹤0.01%	500
2019 Q2	$15K	Buy	+277	New	+$14.8K	﹤0.01%	487