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 |
|
|||||
|
2025
Q1 | $2.09M | Sell |
|
|||||
|
2024
Q4 | $2.17M | Buy |
|
|||||
|
2024
Q3 | $2.14M | Buy |
|
|||||
|
2024
Q2 | $2.04M | Buy |
|
|||||
|
2024
Q1 | $1.98M | Buy |
|
|||||
|
2023
Q4 | $1.89M | Sell |
|
|||||
|
2023
Q3 | $2.08M | Sell |
|
|||||
|
2023
Q2 | $2.18M | Sell |
|
|||||
|
2023
Q1 | $2.18M | Buy |
|
|||||
|
2022
Q4 | $2.09M | Buy |
|
|||||
|
2022
Q3 | $1.63M | Buy |
|
|||||
|
2022
Q2 | $1.63M | Buy |
|
|||||
|
2022
Q1 | $1.69M | Sell |
|
|||||
|
2021
Q4 | $2.17M | Buy |
|