Intergy Private Wealth’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 | $685K | Sell |
13,400
-1,220
| -8% | -$62.3K | 0.23% | 60 |
|
|
2025
Q1 | $731K | Sell |
14,620
-1,105
| -7% | -$55.2K | 0.28% | 51 |
|
|
2024
Q4 | $785K | Buy |
15,725
+1,787
| +13% | +$89.2K | 0.29% | 54 |
|
|
2024
Q3 | $722K | Buy |
13,938
+653
| +5% | +$33.8K | 0.28% | 52 |
|
|
2024
Q2 | $663K | Buy |
13,285
+1,973
| +17% | +$98.5K | 0.27% | 51 |
|
|
2024
Q1 | $565K | Buy |
11,312
+653
| +6% | +$32.6K | 0.23% | 55 |
|
|
2023
Q4 | $531K | Buy |
10,659
+349
| +3% | +$17.4K | 0.23% | 53 |
|
|
2023
Q3 | $503K | Buy |
10,310
+250
| +2% | +$12.2K | 0.25% | 51 |
|
|
2023
Q2 | $496K | Buy |
10,060
+346
| +4% | +$17.1K | 0.24% | 52 |
|
|
2023
Q1 | $475K | Buy |
9,714
+648
| +7% | +$31.7K | 0.27% | 46 |
|
|
2022
Q4 | $431K | Buy |
9,066
+1,257
| +16% | +$59.8K | 0.27% | 48 |
|
|
2022
Q3 | $377K | Buy |
7,809
+1,386
| +22% | +$66.9K | 0.27% | 50 |
|
|
2022
Q2 | $320K | Buy |
6,423
+197
| +3% | +$9.82K | 0.25% | 49 |
|
|
2022
Q1 | $325K | Buy |
+6,226
| New | +$325K | 0.23% | 42 |
|