Creative Planning’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 | $6.71M | Buy |
131,300
+124,824
| +1,927% | +$6.38M | 0.01% | 662 |
|
2025
Q1 | $324K | Sell |
6,476
-2,568
| -28% | -$128K | ﹤0.01% | 2678 |
|
2024
Q4 | $451K | Buy |
9,044
+2,476
| +38% | +$124K | ﹤0.01% | 2315 |
|
2024
Q3 | $340K | Sell |
6,568
-3,265
| -33% | -$169K | ﹤0.01% | 2421 |
|
2024
Q2 | $491K | Buy |
9,833
+1,307
| +15% | +$65.2K | ﹤0.01% | 1952 |
|
2024
Q1 | $426K | Sell |
8,526
-857
| -9% | -$42.8K | ﹤0.01% | 1961 |
|
2023
Q4 | $467K | Sell |
9,383
-1,961
| -17% | -$97.7K | ﹤0.01% | 1755 |
|
2023
Q3 | $553K | Sell |
11,344
-3,119
| -22% | -$152K | ﹤0.01% | 1493 |
|
2023
Q2 | $713K | Buy |
14,463
+568
| +4% | +$28K | ﹤0.01% | 1318 |
|
2023
Q1 | $680K | Sell |
13,895
-450
| -3% | -$22K | ﹤0.01% | 1289 |
|
2022
Q4 | $682K | Sell |
14,345
-8,403
| -37% | -$400K | ﹤0.01% | 1244 |
|
2022
Q3 | $1.1M | Sell |
22,748
-385
| -2% | -$18.6K | ﹤0.01% | 925 |
|
2022
Q2 | $1.15M | Sell |
23,133
-690
| -3% | -$34.4K | ﹤0.01% | 910 |
|
2022
Q1 | $1.24M | Sell |
23,823
-5,153
| -18% | -$269K | ﹤0.01% | 886 |
|
2021
Q4 | $1.58M | Sell |
28,976
-1,323
| -4% | -$72.1K | ﹤0.01% | 772 |
|
2021
Q3 | $1.67M | Sell |
30,299
-1,210
| -4% | -$66.6K | ﹤0.01% | 738 |
|
2021
Q2 | $1.74M | Buy |
31,509
+2,295
| +8% | +$126K | ﹤0.01% | 729 |
|
2021
Q1 | $1.6M | Buy |
29,214
+9,448
| +48% | +$518K | ﹤0.01% | 808 |
|
2020
Q4 | $1.11M | Buy |
19,766
+12,525
| +173% | +$704K | ﹤0.01% | 886 |
|
2020
Q3 | $403K | Buy |
+7,241
| New | +$403K | ﹤0.01% | 1231 |
|
2019
Q4 | – | Sell |
-8,800
| Closed | -$491K | – | 1909 |
|
2019
Q3 | $491K | Buy |
+8,800
| New | +$491K | ﹤0.01% | 1070 |
|