Modera Wealth Management’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
$26.1M Sell
510,325
-1,680
-0.3% -$85.8K 0.32% 67
2025
Q1
$25.6M Buy
512,005
+10,525
+2% +$526K 0.35% 65
2024
Q4
$25M Buy
501,480
+3,814
+0.8% +$190K 0.3% 68
2024
Q3
$25.8M Buy
497,666
+18,386
+4% +$953K 0.33% 67
2024
Q2
$23.9M Buy
479,280
+60,810
+15% +$3.04M 0.35% 65
2024
Q1
$20.9M Sell
418,470
-227
-0.1% -$11.3K 0.32% 70
2023
Q4
$20.9M Buy
418,697
+16,254
+4% +$809K 0.35% 69
2023
Q3
$19.6M Buy
402,443
+5,464
+1% +$267K 0.37% 67
2023
Q2
$19.6M Buy
396,979
+367,992
+1,270% +$18.1M 0.36% 66
2023
Q1
$1.42M Buy
28,987
+1,225
+4% +$60K 0.06% 120
2022
Q4
$1.32M Buy
27,762
+20,858
+302% +$992K 0.05% 124
2022
Q3
$334K Buy
+6,904
New +$334K 0.02% 228