Glass Jacobson Investment 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 | $508K | Buy |
9,943
+46
| +0.5% | +$2.35K | 0.2% | 111 |
|
|
2025
Q1 | $494K | Hold |
9,897
| – | – | 0.16% | 145 |
|
|
2024
Q4 | $494K | Sell |
9,897
-56
| -0.6% | -$2.8K | 0.16% | 145 |
|
|
2024
Q3 | $516K | Sell |
9,953
-85
| -0.8% | -$4.41K | 0.17% | 134 |
|
|
2024
Q2 | $501K | Sell |
10,038
-215
| -2% | -$10.7K | 0.18% | 130 |
|
|
2024
Q1 | $512K | Sell |
10,253
-143
| -1% | -$7.14K | 0.19% | 127 |
|
|
2023
Q4 | $518K | Buy |
10,396
+9
| +0.1% | +$448 | 0.21% | 121 |
|
|
2023
Q3 | $507K | Buy |
10,387
+78
| +0.8% | +$3.81K | 0.23% | 117 |
|
|
2023
Q2 | $508K | Buy |
+10,309
| New | +$508K | 0.23% | 118 |
|
|
2022
Q4 | $518K | Buy |
+10,890
| New | +$518K | 0.26% | 114 |
|