Level Financial Advisors’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 | $289K | Buy |
5,666
+175
| +3% | +$8.94K | 0.09% | 77 |
|
|
2025
Q1 | $274K | Buy |
5,491
+26
| +0.5% | +$1.3K | 0.09% | 76 |
|
|
2024
Q4 | $273K | Hold |
5,465
| – | – | 0.1% | 71 |
|
|
2024
Q3 | $283K | Hold |
5,465
| – | – | 0.11% | 67 |
|
|
2024
Q2 | $273K | Buy |
+5,465
| New | +$273K | 0.12% | 62 |
|
|
2024
Q1 | – | Sell |
-1,252
| Closed | -$62.4K | – | 154 |
|
|
2023
Q4 | $62.4K | Buy |
1,252
+131
| +12% | +$6.52K | 0.03% | 106 |
|
|
2023
Q3 | $54.7K | Hold |
1,121
| – | – | 0.03% | 105 |
|
|
2023
Q2 | $55.3K | Sell |
1,121
-245
| -18% | -$12.1K | 0.03% | 108 |
|
|
2023
Q1 | $66.9K | Sell |
1,366
-136
| -9% | -$6.66K | 0.04% | 87 |
|
|
2022
Q4 | $71K | Buy |
1,502
+816
| +119% | +$38.6K | 0.05% | 80 |
|
|
2022
Q3 | $33K | Sell |
686
-2,378
| -78% | -$114K | 0.02% | 115 |
|
|
2022
Q2 | $153K | Sell |
3,064
-158
| -5% | -$7.89K | 0.11% | 56 |
|
|
2022
Q1 | $168K | Buy |
3,222
+3,215
| +45,929% | +$168K | 0.13% | 48 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 269 |
|