Modera Wealth Management’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	$25.4M	Sell	507,173 -2,902	-0.6%	-$146K	0.3%	66
2025 Q4	$25.5M	Buy	510,075 +4,166	+0.8%	+$214K	0.3%	68
2025 Q3	$25.9M	Sell	505,909 -4,416	-0.9%	-$226K	0.3%	69
2025 Q2	$26.1M	Sell	510,325 -1,680	-0.3%	-$85.1K	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%	+$197K	0.3%	68
2024 Q3	$25.8M	Buy	497,666 +18,386	+4%	+$940K	0.33%	67
2024 Q2	$23.9M	Buy	479,280 +60,810	+15%	+$3.02M	0.35%	65
2024 Q1	$20.9M	Sell	418,470 -227	-0.1%	-$11.2K	0.32%	70
2023 Q4	$20.9M	Buy	418,697 +16,254	+4%	+$803K	0.35%	69
2023 Q3	$19.6M	Buy	402,443 +5,464	+1%	+$268K	0.37%	67
2023 Q2	$19.6M	Buy	396,979 +367,992	+1,270%	+$18M	0.36%	66
2023 Q1	$1.42M	Buy	28,987 +1,225	+4%	+$59.4K	0.06%	120
2022 Q4	$1.32M	Buy	27,762 +20,858	+302%	+$1.02M	0.05%	124
2022 Q3	$334K	Buy	+6,904	New	+$346K	0.02%	228