Investment Partners’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 | $2.62M | Buy |
51,315
+4,895
| +11% | +$250K | 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% | +$274K | 0.9% | 32 |
|
2024
Q3 | $1.99M | Buy |
38,471
+1,340
| +4% | +$69.4K | 0.83% | 34 |
|
2024
Q2 | $1.85M | Buy |
37,131
+4,081
| +12% | +$204K | 0.83% | 34 |
|
2024
Q1 | $1.65M | Buy |
33,050
+298
| +0.9% | +$14.9K | 0.75% | 41 |
|
2023
Q4 | $1.63M | Buy |
32,752
+379
| +1% | +$18.9K | 0.8% | 37 |
|
2023
Q3 | $1.58M | Buy |
32,373
+10,166
| +46% | +$496K | 0.83% | 38 |
|
2023
Q2 | $1.09M | Buy |
22,207
+429
| +2% | +$21.1K | 0.57% | 50 |
|
2023
Q1 | $1.07M | Buy |
21,778
+639
| +3% | +$31.3K | 0.56% | 52 |
|
2022
Q4 | $1.01M | Sell |
21,139
-2,403
| -10% | -$114K | 0.53% | 57 |
|
2022
Q3 | $1.14M | Buy |
23,542
+3,132
| +15% | +$151K | 0.34% | 79 |
|
2022
Q2 | $1.02M | Buy |
20,410
+15,365
| +305% | +$766K | 0.5% | 55 |
|
2022
Q1 | $263K | Buy |
+5,045
| New | +$263K | 0.11% | 137 |
|