EP Wealth Advisors’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	-2,030	Closed	-$101K	–	1447
2025 Q1	$101K	Sell	2,030 -375	-16%	-$18.7K	﹤0.01%	1249
2024 Q4	$120K	Buy	+2,405	New	+$120K	﹤0.01%	1176
2024 Q2	–	Sell	-5,469	Closed	-$273K	–	872
2024 Q1	$273K	Buy	+5,469	New	+$273K	﹤0.01%	658