IFP 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 | $11.1M | Buy |
216,751
+84,100
| +63% | +$4.3M | 0.31% | 59 |
|
|
2025
Q1 | $6.63M | Buy |
132,651
+88,253
| +199% | +$4.41M | 0.2% | 104 |
|
|
2024
Q4 | $2.22M | Buy |
44,398
+4,195
| +10% | +$209K | 0.07% | 314 |
|
|
2024
Q3 | $2.08M | Buy |
40,203
+6,839
| +20% | +$354K | 0.08% | 290 |
|
|
2024
Q2 | $1.67M | Buy |
33,364
+6,208
| +23% | +$310K | 0.07% | 308 |
|
|
2024
Q1 | $1.36M | Buy |
27,156
+7,490
| +38% | +$374K | 0.06% | 340 |
|
|
2023
Q4 | $979K | Sell |
19,666
-142
| -0.7% | -$7.07K | 0.05% | 389 |
|
|
2023
Q3 | $966K | Buy |
19,808
+14,913
| +305% | +$727K | 0.04% | 400 |
|
|
2023
Q2 | $241K | Buy |
4,895
+241
| +5% | +$11.9K | 0.01% | 931 |
|
|
2023
Q1 | $244K | Sell |
4,654
-407
| -8% | -$21.4K | 0.01% | 866 |
|
|
2022
Q4 | $284K | Buy |
5,061
+4,090
| +421% | +$230K | 0.01% | 1166 |
|
|
2022
Q3 | $51K | Hold |
971
| – | – | ﹤0.01% | 2355 |
|
|
2022
Q2 | $51K | Hold |
971
| – | – | ﹤0.01% | 2160 |
|
|
2022
Q1 | $51K | Buy |
971
+108
| +13% | +$5.67K | ﹤0.01% | 2160 |
|
|
2021
Q4 | $47K | Buy |
863
+638
| +284% | +$34.7K | ﹤0.01% | 1548 |
|
|
2021
Q3 | $12K | Sell |
225
-172
| -43% | -$9.17K | ﹤0.01% | 2142 |
|
|
2021
Q2 | $21K | Sell |
397
-853
| -68% | -$45.1K | ﹤0.01% | 1902 |
|
|
2021
Q1 | $68K | Sell |
1,250
-482
| -28% | -$26.2K | ﹤0.01% | 1328 |
|
|
2020
Q4 | $98K | Sell |
1,732
-378
| -18% | -$21.4K | ﹤0.01% | 1146 |
|
|
2020
Q3 | $116K | Buy |
2,110
+767
| +57% | +$42.2K | 0.01% | 918 |
|
|
2020
Q2 | $74K | Sell |
1,343
-665
| -33% | -$36.6K | 0.01% | 1041 |
|
|
2020
Q1 | $110K | Sell |
2,008
-582
| -22% | -$31.9K | 0.01% | 785 |
|
|
2019
Q4 | $138K | Sell |
2,590
-658
| -20% | -$35.1K | 0.01% | 784 |
|
|
2019
Q3 | $179K | Buy |
+3,248
| New | +$179K | 0.01% | 804 |
|
|
2019
Q1 | $21K | Sell |
397
-225
| -36% | -$11.9K | ﹤0.01% | 1329 |
|
|
2018
Q4 | $32K | Sell |
622
-3,860
| -86% | -$199K | ﹤0.01% | 1851 |
|
|
2018
Q3 | $234K | Buy |
4,482
+960
| +27% | +$50.1K | 0.01% | 988 |
|
|
2018
Q2 | $186K | Buy |
3,522
+3,365
| +2,143% | +$178K | 0.01% | 1092 |
|
|
2018
Q1 | $8K | Hold |
157
| – | – | ﹤0.01% | 2920 |
|
|
2017
Q4 | $8K | Sell |
157
-7
| -4% | -$357 | ﹤0.01% | 2917 |
|
|
2017
Q3 | $8K | Hold |
164
| – | – | ﹤0.01% | 3112 |
|
|
2017
Q2 | $8K | Hold |
164
| – | – | ﹤0.01% | 3127 |
|
|
2017
Q1 | $8K | Hold |
164
| – | – | ﹤0.01% | 3010 |
|
|
2016
Q4 | $9K | Buy |
164
+30
| +22% | +$1.65K | ﹤0.01% | 2941 |
|
|
2016
Q3 | $7K | Buy |
+134
| New | +$7K | ﹤0.01% | 3034 |
|
|
2016
Q2 | – | Sell |
-397
| Closed | -$21K | – | 3983 |
|
|
2016
Q1 | $21K | Buy |
+397
| New | +$21K | ﹤0.01% | 1329 |
|