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 |
|