Exencial Wealth Advisors’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
Q3 | $5.35M | Sell |
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|
2025
Q2 | $5.42M | Sell |
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|
2025
Q1 | $5.59M | Sell |
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|
2024
Q4 | $5.67M | Buy |
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|
2024
Q3 | $5.88M | Sell |
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|
2024
Q2 | $5.71M | Sell |
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|
2024
Q1 | $6.74M | Sell |
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|
2023
Q4 | $7.06M | Sell |
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|
2023
Q3 | $6.95M | Sell |
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|
2023
Q2 | $7.11M | Sell |
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|
2023
Q1 | $7.26M | Buy |
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|
2022
Q4 | $6.83M | Buy |
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|
2022
Q3 | $1.89M | Buy |
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|
2022
Q2 | $824K | Buy |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $806K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $844K | Buy |
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|
2021
Q1 | $823K | Buy |
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|
2020
Q4 | $817K | Buy |
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|
2020
Q3 | $800K | Buy |
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