LexAurum 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 | $757K | Buy |
14,822
+391
| +3% | +$20K | 0.12% | 144 |
|
|
2025
Q1 | $721K | Buy |
14,431
+583
| +4% | +$29.1K | 0.14% | 140 |
|
|
2024
Q4 | $691K | Buy |
13,848
+5,576
| +67% | +$278K | 0.14% | 138 |
|
|
2024
Q3 | $429K | Sell |
8,272
-1,612
| -16% | -$83.5K | 0.09% | 189 |
|
|
2024
Q2 | $493K | Buy |
9,884
+1,125
| +13% | +$56.2K | 0.12% | 159 |
|
|
2024
Q1 | $438K | Buy |
8,759
+328
| +4% | +$16.4K | 0.11% | 171 |
|
|
2023
Q4 | $420K | Sell |
8,431
-884
| -9% | -$44K | 0.11% | 173 |
|
|
2023
Q3 | $454K | Buy |
9,315
+174
| +2% | +$8.49K | 0.13% | 152 |
|
|
2023
Q2 | $451K | Buy |
9,141
+1,421
| +18% | +$70K | 0.14% | 143 |
|
|
2023
Q1 | $378K | Sell |
7,720
-1,179
| -13% | -$57.7K | 0.13% | 153 |
|
|
2022
Q4 | $423K | Sell |
8,899
-25
| -0.3% | -$1.19K | 0.15% | 138 |
|
|
2022
Q3 | $431K | Sell |
8,924
-137
| -2% | -$6.62K | 0.17% | 129 |
|
|
2022
Q2 | $451K | Sell |
9,061
-14,534
| -62% | -$723K | 0.17% | 127 |
|
|
2022
Q1 | $1.23M | Sell |
23,595
-2,873
| -11% | -$150K | 0.4% | 52 |
|
|
2021
Q4 | $1.44M | Buy |
26,468
+2,200
| +9% | +$120K | 0.47% | 44 |
|
|
2021
Q3 | $1.34M | Buy |
24,268
+122
| +0.5% | +$6.71K | 0.39% | 65 |
|
|
2021
Q2 | $1.33M | Buy |
24,146
+4,104
| +20% | +$226K | 0.39% | 68 |
|
|
2021
Q1 | $1.1M | Buy |
20,042
+5,111
| +34% | +$281K | 0.38% | 67 |
|
|
2020
Q4 | $839K | Sell |
14,931
-69
| -0.5% | -$3.88K | 0.3% | 79 |
|
|
2020
Q3 | $835K | Buy |
15,000
+460
| +3% | +$25.6K | 0.34% | 69 |
|
|
2020
Q2 | $810K | Hold |
14,540
| – | – | 0.44% | 56 |
|
|
2020
Q1 | $795K | Buy |
14,540
+4,223
| +41% | +$231K | 0.55% | 41 |
|
|
2019
Q4 | $565K | Buy |
10,317
+142
| +1% | +$7.78K | 0.28% | 88 |
|
|
2019
Q3 | $568K | Buy |
10,175
+1,137
| +13% | +$63.5K | 0.34% | 76 |
|
|
2019
Q2 | $492K | Buy |
9,038
+2,504
| +38% | +$136K | 0.3% | 83 |
|
|
2019
Q1 | $349K | Buy |
+6,534
| New | +$349K | 0.23% | 96 |
|