Kelly Financial Services’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 | $9.39M | Buy |
+183,741
| New | +$9.39M | 2.77% | 14 |
|
|
2024
Q3 | – | Sell |
-250
| Closed | -$12.5K | – | 380 |
|
|
2024
Q2 | $12.5K | Hold |
250
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $12.5K | Hold |
250
| – | – | ﹤0.01% | 392 |
|
|
2023
Q4 | $12.5K | Buy |
250
+8
| +3% | +$399 | 0.01% | 365 |
|
|
2023
Q3 | $11.8K | Hold |
242
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $11.9K | Hold |
242
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $11.8K | Hold |
242
| – | – | 0.01% | 336 |
|
|
2022
Q4 | $11.5K | Buy |
242
+6
| +3% | +$285 | 0.01% | 320 |
|
|
2022
Q3 | $11.4K | Hold |
236
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $11.8K | Sell |
236
-59
| -20% | -$2.94K | 0.01% | 308 |
|
|
2022
Q1 | $15.4K | Hold |
295
| – | – | 0.01% | 295 |
|
|
2021
Q4 | $16.1K | Buy |
295
+3
| +1% | +$164 | 0.01% | 287 |
|
|
2021
Q3 | $16.1K | Sell |
292
-21,528
| -99% | -$1.18M | 0.01% | 277 |
|
|
2021
Q2 | $396K | Buy |
21,820
+21,437
| +5,597% | +$389K | 0.02% | 212 |
|
|
2021
Q1 | $21K | Buy |
+383
| New | +$21K | 0.01% | 220 |
|