Congress Wealth Management’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 | – | 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% | +$109K | 0.03% | 401 |
|
|
2024
Q3 | $2.14M | Buy |
41,328
+514
| +1% | +$26.6K | 0.03% | 413 |
|
|
2024
Q2 | $2.04M | Buy |
40,814
+1,177
| +3% | +$58.8K | 0.03% | 355 |
|
|
2024
Q1 | $1.98M | Buy |
39,637
+1,649
| +4% | +$82.4K | 0.03% | 316 |
|
|
2023
Q4 | $1.89M | Sell |
37,988
-4,639
| -11% | -$231K | 0.03% | 318 |
|
|
2023
Q3 | $2.08M | Sell |
42,627
-1,520
| -3% | -$74.1K | 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% | +$19.1K | 0.05% | 257 |
|
|
2022
Q4 | $2.09M | Buy |
44,046
+10,308
| +31% | +$490K | 0.05% | 255 |
|
|
2022
Q3 | $1.63M | Buy |
33,738
+1,049
| +3% | +$50.7K | 0.04% | 290 |
|
|
2022
Q2 | $1.63M | Buy |
32,689
+212
| +0.7% | +$10.6K | 0.04% | 293 |
|
|
2022
Q1 | $1.69M | Sell |
32,477
-7,384
| -19% | -$385K | 0.04% | 305 |
|
|
2021
Q4 | $2.17M | Buy |
+39,861
| New | +$2.17M | 0.04% | 301 |
|