LifePlan Investment 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 | $5.9M | Buy |
115,504
+18,831
| +19% | +$962K | 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% | -$232K | 2.87% | 7 |
|
|
2024
Q3 | $5.05M | Buy |
97,448
+3,928
| +4% | +$204K | 3.23% | 7 |
|
|
2024
Q2 | $4.67M | Buy |
93,520
+6,869
| +8% | +$343K | 3.36% | 5 |
|
|
2024
Q1 | $4.33M | Buy |
86,651
+4,538
| +6% | +$227K | 3.45% | 7 |
|
|
2023
Q4 | $4.09M | Buy |
82,113
+1,424
| +2% | +$70.9K | 3.74% | 8 |
|
|
2023
Q3 | $3.94M | Sell |
80,689
-478
| -0.6% | -$23.3K | 4.18% | 7 |
|
|
2023
Q2 | $4M | Buy |
+81,167
| New | +$4M | 4.47% | 5 |
|