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 |
|