EverSource 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 | $376K | Buy |
7,367
+3,552
| +93% | +$181K | 0.02% | 561 |
|
|
2025
Q1 | $191K | Sell |
3,815
-1,887
| -33% | -$94.3K | 0.01% | 677 |
|
|
2024
Q4 | $285K | Buy |
5,702
+1,878
| +49% | +$93.7K | 0.02% | 523 |
|
|
2024
Q3 | $198K | Sell |
3,824
-482
| -11% | -$25K | 0.01% | 561 |
|
|
2024
Q2 | $219K | Buy |
4,306
+60
| +1% | +$3.06K | 0.01% | 531 |
|
|
2024
Q1 | $210K | Buy |
4,246
+544
| +15% | +$26.9K | 0.02% | 472 |
|
|
2023
Q4 | $184K | Buy |
+3,702
| New | +$184K | 0.02% | 451 |
|