LifePlan Investment 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
2026 Q1	$6.76M	Buy	135,167 +9,611	+8%	+$483K	2.66%	8
2025 Q4	$6.28M	Buy	125,556 +4,476	+4%	+$230K	2.56%	7
2025 Q3	$6.2M	Buy	121,080 +5,576	+5%	+$285K	2.6%	7
2025 Q2	$5.9M	Buy	115,504 +18,831	+19%	+$954K	2.93%	5
2025 Q1	$4.83M	Buy	96,673 +3,879	+4%	+$194K	2.78%	7
2024 Q4	$4.63M	Sell	92,794 -4,654	-5%	-$240K	2.87%	7
2024 Q3	$5.05M	Buy	97,448 +3,928	+4%	+$201K	3.23%	7
2024 Q2	$4.67M	Buy	93,520 +6,869	+8%	+$342K	3.36%	5
2024 Q1	$4.33M	Buy	86,651 +4,538	+6%	+$225K	3.45%	7
2023 Q4	$4.09M	Buy	82,113 +1,424	+2%	+$70.4K	3.74%	8
2023 Q3	$3.94M	Sell	80,689 -478	-0.6%	-$23.5K	4.18%	7
2023 Q2	$4M	Buy	+81,167	New	+$3.98M	4.47%	5