Financial Advocates Investment Management’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 | $1.28M | Buy |
25,006
+16,712
| +201% | +$854K | 0.1% | 184 |
|
|
2025
Q1 | $415K | Buy |
8,294
+33
| +0.4% | +$1.65K | 0.03% | 467 |
|
|
2024
Q4 | $412K | Buy |
8,261
+318
| +4% | +$15.9K | 0.02% | 510 |
|
|
2024
Q3 | $412K | Hold |
7,943
| – | – | 0.02% | 512 |
|
|
2024
Q2 | $397K | Buy |
7,943
+315
| +4% | +$15.7K | 0.02% | 496 |
|
|
2024
Q1 | $381K | Sell |
7,628
-773
| -9% | -$38.6K | 0.02% | 518 |
|
|
2023
Q4 | $418K | Buy |
8,401
+256
| +3% | +$12.7K | 0.03% | 469 |
|
|
2023
Q3 | $397K | Hold |
8,145
| – | – | 0.03% | 463 |
|
|
2023
Q2 | $401K | Hold |
8,145
| – | – | 0.03% | 447 |
|
|
2023
Q1 | $399K | Hold |
8,145
| – | – | 0.03% | 473 |
|
|
2022
Q4 | $387K | Buy |
+8,145
| New | +$387K | 0.03% | 499 |
|
|
2021
Q1 | – | Sell |
-7,400
| Closed | -$764K | – | 753 |
|
|
2020
Q4 | $764K | Buy |
+7,400
| New | +$764K | 0.05% | 357 |
|