Integrated Wealth Concepts’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 | $1.32M | Buy |
25,866
+19,951
| +337% | +$1.02M | 0.01% | 787 |
|
|
2025
Q1 | $296K | Sell |
5,915
-1,759
| -23% | -$87.9K | ﹤0.01% | 1414 |
|
|
2024
Q4 | $383K | Buy |
+7,674
| New | +$383K | ﹤0.01% | 1245 |
|
|
2022
Q2 | – | Sell |
-6,652
| Closed | -$347K | – | 1018 |
|
|
2022
Q1 | $347K | Sell |
6,652
-4,269
| -39% | -$223K | 0.01% | 695 |
|
|
2021
Q4 | $596K | Sell |
10,921
-23,124
| -68% | -$1.26M | 0.02% | 576 |
|
|
2021
Q3 | $1.87M | Sell |
34,045
-6,249
| -16% | -$344K | 0.06% | 256 |
|
|
2021
Q2 | $2.22M | Sell |
40,294
-1,337
| -3% | -$73.7K | 0.08% | 205 |
|
|
2021
Q1 | $2.28M | Sell |
41,631
-1,164
| -3% | -$63.9K | 0.09% | 171 |
|
|
2020
Q4 | $2.41M | Buy |
42,795
+21,272
| +99% | +$1.2M | 0.11% | 136 |
|
|
2020
Q3 | $1.2M | Buy |
21,523
+99
| +0.5% | +$5.51K | 0.07% | 184 |
|
|
2020
Q2 | $1.19M | Buy |
21,424
+11,215
| +110% | +$625K | 0.09% | 148 |
|
|
2020
Q1 | $558K | Sell |
10,209
-30,673
| -75% | -$1.68M | 0.05% | 213 |
|
|
2019
Q4 | $2.24M | Buy |
+40,882
| New | +$2.24M | 0.19% | 95 |
|