J.W. Cole Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $617K | Buy |
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|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $596K | Sell |
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|
2023
Q3 | $694K | Sell |
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|
2023
Q2 | $705K | Buy |
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|
2023
Q1 | $625K | Hold |
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|
2022
Q4 | $607K | Sell |
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|
2022
Q3 | $788K | Hold |
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|
2022
Q2 | $812K | Sell |
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|
2022
Q1 | $902K | Sell |
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|
2021
Q4 | $988K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.19M | Buy |
|