Octavia Wealth Advisors’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	$9.57M	Sell	191,342 -32,122	-14%	-$1.61M	0.92%	18
2025 Q4	$11.2M	Buy	223,464 +15,337	+7%	+$789K	1.07%	20
2025 Q3	$10.7M	Buy	208,127 +13,020	+7%	+$665K	1.06%	22
2025 Q2	$9.97M	Sell	195,107 -18,478	-9%	-$936K	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%	+$835K	2.18%	14
2024 Q3	$17.8M	Buy	343,048 +128,008	+60%	+$6.54M	2.19%	14
2024 Q2	$10.7M	Buy	215,040 +14,753	+7%	+$734K	1.46%	19
2024 Q1	$10M	Buy	200,287 +190,212	+1,888%	+$9.42M	1.48%	18
2023 Q4	$502K	Buy	+10,075	New	+$498K	0.09%	120