OneDigital Investment Advisors’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 | $1.56M | Buy |
30,614
+4,108
| +15% | +$210K | 0.02% | 505 |
|
|
2025
Q1 | $1.33M | Buy |
26,506
+179
| +0.7% | +$8.95K | 0.02% | 521 |
|
|
2024
Q4 | $1.31M | Sell |
26,327
-1,526
| -5% | -$76.2K | 0.02% | 546 |
|
|
2024
Q3 | $1.44M | Sell |
27,853
-1,633
| -6% | -$84.6K | 0.02% | 546 |
|
|
2024
Q2 | $1.47M | Buy |
29,486
+200
| +0.7% | +$9.98K | 0.02% | 498 |
|
|
2024
Q1 | $1.46M | Buy |
29,286
+761
| +3% | +$38K | 0.02% | 405 |
|
|
2023
Q4 | $1.42M | Sell |
28,525
-1,054
| -4% | -$52.5K | 0.02% | 383 |
|
|
2023
Q3 | $1.44M | Sell |
29,579
-1,487
| -5% | -$72.5K | 0.03% | 347 |
|
|
2023
Q2 | $1.53M | Sell |
31,066
-10,379
| -25% | -$512K | 0.03% | 325 |
|
|
2023
Q1 | $2.03M | Buy |
41,445
+720
| +2% | +$35.2K | 0.05% | 273 |
|
|
2022
Q4 | $1.94M | Buy |
40,725
+5,183
| +15% | +$246K | 0.06% | 258 |
|
|
2022
Q3 | $1.72M | Sell |
35,542
-1,636
| -4% | -$79.1K | 0.06% | 210 |
|
|
2022
Q2 | $1.85M | Sell |
37,178
-1,191
| -3% | -$59.3K | 0.08% | 164 |
|
|
2022
Q1 | $2M | Sell |
38,369
-4,008
| -9% | -$209K | 0.08% | 163 |
|
|
2021
Q4 | $2.31M | Sell |
42,377
-7,480
| -15% | -$408K | 0.08% | 145 |
|
|
2021
Q3 | $2.74M | Buy |
49,857
+990
| +2% | +$54.5K | 0.11% | 123 |
|
|
2021
Q2 | $2.69M | Sell |
48,867
-2,146
| -4% | -$118K | 0.11% | 122 |
|
|
2021
Q1 | $2.8M | Buy |
51,013
+380
| +0.8% | +$20.9K | 0.13% | 108 |
|
|
2020
Q4 | $2.85M | Sell |
50,633
-58,873
| -54% | -$3.31M | 0.15% | 98 |
|
|
2020
Q3 | $6.1M | Buy |
109,506
+13,964
| +15% | +$777K | 0.42% | 50 |
|
|
2020
Q2 | $5.32M | Buy |
95,542
+8,430
| +10% | +$469K | 0.38% | 55 |
|
|
2020
Q1 | $4.76M | Buy |
87,112
+28,294
| +48% | +$1.55M | 0.42% | 53 |
|
|
2019
Q4 | $3.22M | Buy |
58,818
+7,304
| +14% | +$400K | 0.25% | 88 |
|
|
2019
Q3 | $2.87M | Sell |
51,514
-6,178
| -11% | -$345K | 0.26% | 89 |
|
|
2019
Q2 | $3.14M | Buy |
57,692
+57,115
| +9,899% | +$3.11M | 0.24% | 67 |
|
|
2019
Q1 | $31K | Buy |
577
+101
| +21% | +$5.43K | ﹤0.01% | 613 |
|
|
2018
Q4 | $25K | Buy |
+476
| New | +$25K | ﹤0.01% | 630 |
|