Certified Advisory Corp’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
$4.56M Buy
89,195
+3,196
+4% +$163K 0.47% 62
2025
Q1
$4.3M Sell
85,999
-1,743
-2% -$87.1K 0.49% 63
2024
Q4
$4.38M Buy
87,742
+2,882
+3% +$144K 0.48% 63
2024
Q3
$4.4M Buy
84,860
+1,622
+2% +$84.1K 0.49% 63
2024
Q2
$4.16M Buy
83,238
+1,321
+2% +$65.9K 0.52% 58
2024
Q1
$4.09M Buy
81,917
+4,219
+5% +$211K 0.57% 59
2023
Q4
$3.87M Sell
77,698
-37,950
-33% -$1.89M 0.59% 57
2023
Q3
$5.06M Sell
115,648
-272,500
-70% -$11.9M 0.93% 24
2023
Q2
$19.1M Sell
388,148
-54,130
-12% -$2.67M 3.52% 3
2023
Q1
$21.6M Buy
442,278
+4,229
+1% +$207K 3.85% 2
2022
Q4
$20.8M Buy
438,049
+3,452
+0.8% +$164K 4.12% 1
2022
Q3
$21M Sell
434,597
-42,413
-9% -$2.05M 4.79% 1
2022
Q2
$23.8M Sell
477,010
-28,516
-6% -$1.42M 5.3% 1
2022
Q1
$26.4M Sell
505,526
-46,657
-8% -$2.43M 5.6% 1
2021
Q4
$30.1M Buy
552,183
+8,093
+1% +$441K 6.64% 1
2021
Q3
$29.9M Buy
544,090
+32,225
+6% +$1.77M 7.27% 1
2021
Q2
$28.2M Buy
511,865
+34,450
+7% +$1.9M 7.09% 1
2021
Q1
$26.2M Buy
+477,415
New +$26.2M 6.79% 1
2020
Q2
$22.5M Buy
403,402
+60,025
+17% +$3.34M 7.43% 1
2020
Q1
$18.8M Buy
343,377
+6,993
+2% +$382K 7.42% 1
2019
Q4
$18.4M Buy
336,384
+22,999
+7% +$1.26M 5.89% 1
2019
Q3
$17.5M Buy
313,385
+63,210
+25% +$3.53M 6.07% 1
2019
Q2
$13.6M Buy
250,175
+44,196
+21% +$2.41M 5.07% 1
2019
Q1
$11M Buy
+205,979
New +$11M 4.63% 1