Kelly Financial Services’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	$11.6M	Buy	232,388 +21,323	+10%	+$1.07M	2.8%	12
2025 Q4	$10.6M	Buy	211,065 +7,001	+3%	+$360K	2.65%	15
2025 Q3	$10.5M	Buy	204,064 +20,323	+11%	+$1.04M	2.71%	13
2025 Q2	$9.39M	Buy	+183,741	New	+$9.31M	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%	394
2023 Q4	$12.5K	Buy	250 +8	+3%	+$395	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%	+$293	0.01%	320
2022 Q3	$11.4K	Hold	236	–	–	0.01%	311
2022 Q2	$11.8K	Sell	236 -59	-20%	-$2.99K	0.01%	308
2022 Q1	$15.4K	Hold	295	–	–	0.01%	295
2021 Q4	$16.1K	Buy	295 +3	+1%	+$165	0.01%	287
2021 Q3	$16.1K	Sell	292 -21,528	-99%	-$1.2M	0.01%	277
2021 Q2	$396K	Buy	21,820 +21,437	+5,597%	+$1.18M	0.02%	212
2021 Q1	$21K	Buy	+383	New	+$21.2K	0.01%	220