OWA
Octavia Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97M | Sell |
195,107
-18,478
| -9% | -$944K | 1.13% | 20 |
|
|
2025
Q1 | $10.7M | Sell |
213,585
-145,655
| -41% | -$7.28M | 1.3% | 19 |
|
|
2024
Q4 | $17.9M | Buy |
359,240
+16,192
| +5% | +$808K | 2.18% | 14 |
|
|
2024
Q3 | $17.8M | Buy |
343,048
+128,008
| +60% | +$6.63M | 2.19% | 14 |
|
|
2024
Q2 | $10.7M | Buy |
215,040
+14,753
| +7% | +$736K | 1.46% | 19 |
|
|
2024
Q1 | $10M | Buy |
200,287
+190,212
| +1,888% | +$9.5M | 1.48% | 18 |
|
|
2023
Q4 | $502K | Buy |
+10,075
| New | +$502K | 0.09% | 120 |
|