Investment Partners’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	$3.35M	Buy	67,040 +6,770	+11%	+$340K	1.19%	21
2025 Q4	$3.01M	Buy	60,270 +6,033	+11%	+$310K	1.05%	24
2025 Q3	$2.78M	Buy	54,237 +2,922	+6%	+$149K	0.98%	28
2025 Q2	$2.62M	Buy	51,315 +4,895	+11%	+$248K	0.99%	27
2025 Q1	$2.32M	Buy	46,420 +2,452	+6%	+$123K	0.96%	32
2024 Q4	$2.19M	Buy	43,968 +5,497	+14%	+$284K	0.9%	32
2024 Q3	$1.99M	Buy	38,471 +1,340	+4%	+$68.5K	0.83%	34
2024 Q2	$1.85M	Buy	37,131 +4,081	+12%	+$203K	0.83%	34
2024 Q1	$1.65M	Buy	33,050 +298	+0.9%	+$14.8K	0.75%	41
2023 Q4	$1.63M	Buy	32,752 +379	+1%	+$18.7K	0.8%	37
2023 Q3	$1.58M	Buy	32,373 +10,166	+46%	+$499K	0.83%	38
2023 Q2	$1.09M	Buy	22,207 +429	+2%	+$21K	0.57%	50
2023 Q1	$1.07M	Buy	21,778 +639	+3%	+$31K	0.56%	52
2022 Q4	$1.01M	Sell	21,139 -2,403	-10%	-$117K	0.53%	57
2022 Q3	$1.14M	Buy	23,542 +3,132	+15%	+$157K	0.34%	79
2022 Q2	$1.02M	Buy	20,410 +15,365	+305%	+$778K	0.5%	55
2022 Q1	$263K	Buy	+5,045	New	+$268K	0.11%	137