Cornerstone Planning Group’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
$60.9K Buy
1,188
+507
+74% +$26K 0.01% 210
2025
Q1
$34.4K Sell
681
-242
-26% -$12.2K 0.01% 300
2024
Q4
$46.2K Sell
923
-81
-8% -$4.05K 0.01% 197
2024
Q3
$51.9K Sell
1,004
-846
-46% -$43.7K 0.01% 183
2024
Q2
$95K Sell
1,850
-359
-16% -$18.4K 0.03% 138
2024
Q1
$110K Sell
2,209
-5,304
-71% -$263K 0.03% 110
2023
Q4
$374K Sell
7,513
-1,231
-14% -$61.3K 0.12% 52
2023
Q3
$427K Buy
8,744
+352
+4% +$17.2K 0.16% 50
2023
Q2
$414K Buy
+8,392
New +$414K 0.16% 58
2022
Q4
$457K Buy
+9,353
New +$457K 0.19% 59