GDS Wealth 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
$36.7M Buy
718,006
+30,534
+4% +$1.56M 2.68% 4
2025
Q1
$34.4M Buy
687,472
+59,062
+9% +$2.95M 2.93% 4
2024
Q4
$31.4M Buy
628,410
+55,673
+10% +$2.78M 2.86% 6
2024
Q3
$29.7M Buy
572,737
+46,018
+9% +$2.38M 2.89% 7
2024
Q2
$26.3M Buy
526,719
+53,296
+11% +$2.66M 2.88% 7
2024
Q1
$23.6M Buy
473,423
+42,734
+10% +$2.13M 2.77% 6
2023
Q4
$21.4M Buy
430,689
+18,175
+4% +$905K 2.89% 8
2023
Q3
$20.1M Buy
412,514
+24,598
+6% +$1.2M 3.16% 8
2023
Q2
$19.1M Buy
387,916
+15,004
+4% +$740K 3.1% 9
2023
Q1
$18.3M Buy
372,912
+38,715
+12% +$1.9M 3.23% 9
2022
Q4
$15.9M Buy
334,197
+35,433
+12% +$1.68M 3.04% 10
2022
Q3
$14.4M Buy
298,764
+10,213
+4% +$494K 3.21% 5
2022
Q2
$14.4M Buy
288,551
+31,504
+12% +$1.57M 3.22% 6
2022
Q1
$13.2M Buy
257,047
+15,303
+6% +$784K 2.9% 10
2021
Q4
$13.2M Buy
+241,744
New +$13.2M 2.95% 9