Level Financial 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 | $290K | Hold |
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|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $62.4K | Buy |
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|
2023
Q3 | $54.7K | Hold |
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|
2023
Q2 | $55.3K | Sell |
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|
2023
Q1 | $66.9K | Sell |
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|
2022
Q4 | $71K | Buy |
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|
2022
Q3 | $33K | Sell |
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|
2022
Q2 | $153K | Sell |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $0 | Buy |
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