Congress Wealth Management’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
2025 Q2	–	Sell	-41,810	Closed	-$2.09M	–	1195
2025 Q1	$2.09M	Sell	41,810 -1,706	-4%	-$85.3K	0.03%	485
2024 Q4	$2.17M	Buy	43,516 +2,188	+5%	+$113K	0.03%	401
2024 Q3	$2.14M	Buy	41,328 +514	+1%	+$26.3K	0.03%	413
2024 Q2	$2.04M	Buy	40,814 +1,177	+3%	+$58.5K	0.03%	355
2024 Q1	$1.98M	Buy	39,637 +1,649	+4%	+$81.7K	0.03%	316
2023 Q4	$1.89M	Sell	37,988 -4,639	-11%	-$229K	0.03%	318
2023 Q3	$2.08M	Sell	42,627 -1,520	-3%	-$74.6K	0.04%	299
2023 Q2	$2.18M	Sell	44,147 -289	-0.7%	-$14.2K	0.05%	249
2023 Q1	$2.18M	Buy	44,436 +390	+0.9%	+$18.9K	0.05%	257
2022 Q4	$2.09M	Buy	44,046 +10,308	+31%	+$503K	0.05%	255
2022 Q3	$1.63M	Buy	33,738 +1,049	+3%	+$52.6K	0.04%	290
2022 Q2	$1.63M	Buy	32,689 +212	+0.7%	+$10.7K	0.04%	293
2022 Q1	$1.69M	Sell	32,477 -7,384	-19%	-$393K	0.04%	305
2021 Q4	$2.17M	Buy	+39,861	New	+$2.2M	0.04%	303