McKinley Carter Wealth Services’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 | $23M | Buy |
449,484
+17,740
| +4% | +$906K | 1.27% | 20 |
|
|
2025
Q1 | $21.6M | Buy |
+431,744
| New | +$21.6M | 1.33% | 18 |
|
|
2022
Q4 | – | Sell |
-4,230
| Closed | -$204K | – | 292 |
|
|
2022
Q3 | $204K | Sell |
4,230
-628
| -13% | -$30.3K | 0.02% | 273 |
|
|
2022
Q2 | $242K | Sell |
4,858
-156
| -3% | -$7.77K | 0.02% | 269 |
|
|
2022
Q1 | $261K | Sell |
5,014
-173
| -3% | -$9.01K | 0.02% | 253 |
|
|
2021
Q4 | $283K | Sell |
5,187
-17
| -0.3% | -$928 | 0.02% | 247 |
|
|
2021
Q3 | $286K | Sell |
5,204
-279
| -5% | -$15.3K | 0.02% | 242 |
|
|
2021
Q2 | $302K | Buy |
5,483
+346
| +7% | +$19.1K | 0.03% | 243 |
|
|
2021
Q1 | $282K | Buy |
5,137
+758
| +17% | +$41.6K | 0.02% | 244 |
|
|
2020
Q4 | $246K | Buy |
+4,379
| New | +$246K | 0.03% | 232 |
|