GDS Wealth Management’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
2026 Q1	$46.5M	Buy	928,734 +83,190	+10%	+$4.18M	2.79%	4
2025 Q4	$42.3M	Buy	845,544 +69,460	+9%	+$3.57M	2.64%	5
2025 Q3	$39.8M	Buy	776,084 +58,078	+8%	+$2.97M	2.62%	4
2025 Q2	$36.7M	Buy	718,006 +30,534	+4%	+$1.55M	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%	+$2.87M	2.86%	6
2024 Q3	$29.7M	Buy	572,737 +46,018	+9%	+$2.35M	2.89%	7
2024 Q2	$26.3M	Buy	526,719 +53,296	+11%	+$2.65M	2.88%	7
2024 Q1	$23.6M	Buy	473,423 +42,734	+10%	+$2.12M	2.77%	6
2023 Q4	$21.4M	Buy	430,689 +18,175	+4%	+$898K	2.89%	8
2023 Q3	$20.1M	Buy	412,514 +24,598	+6%	+$1.21M	3.16%	8
2023 Q2	$19.1M	Buy	387,916 +15,004	+4%	+$736K	3.1%	9
2023 Q1	$18.3M	Buy	372,912 +38,715	+12%	+$1.88M	3.23%	9
2022 Q4	$15.9M	Buy	334,197 +35,433	+12%	+$1.73M	3.04%	10
2022 Q3	$14.4M	Buy	298,764 +10,213	+4%	+$512K	3.21%	5
2022 Q2	$14.4M	Buy	288,551 +31,504	+12%	+$1.59M	3.22%	6
2022 Q1	$13.2M	Buy	257,047 +15,303	+6%	+$814K	2.9%	10
2021 Q4	$13.2M	Buy	+241,744	New	+$13.3M	2.95%	9