OGF
Orin Green Financial’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 | $2.95M | Buy |
57,751
+5,211
| +10% | +$266K | 1.25% | 19 |
|
|
2025
Q1 | $2.65M | Buy |
+52,540
| New | +$2.65M | 1.25% | 20 |
|
|
2024
Q4 | – | Sell |
-48,303
| Closed | -$2.5M | – | 21 |
|
|
2024
Q3 | $2.5M | Buy |
48,303
+3,812
| +9% | +$198K | 1.08% | 19 |
|
|
2024
Q2 | $2.22M | Buy |
+44,491
| New | +$2.22M | 1.02% | 20 |
|
|
2024
Q1 | – | Sell |
-32,636
| Closed | -$1.63M | – | 24 |
|
|
2023
Q4 | $1.63M | Buy |
32,636
+1,007
| +3% | +$50.1K | 0.8% | 25 |
|
|
2023
Q3 | $1.54M | Buy |
31,629
+3,711
| +13% | +$181K | 0.86% | 25 |
|
|
2023
Q2 | $1.38M | Buy |
27,918
+385
| +1% | +$19K | 0.72% | 27 |
|
|
2023
Q1 | $1.35M | Buy |
27,533
+1,108
| +4% | +$54.2K | 0.73% | 27 |
|
|
2022
Q4 | $1.26M | Buy |
26,425
+3,978
| +18% | +$189K | 0.74% | 27 |
|
|
2022
Q3 | $1.08M | Buy |
22,447
+3,498
| +18% | +$169K | 0.7% | 29 |
|
|
2022
Q2 | $944K | Buy |
18,949
+1,073
| +6% | +$53.5K | 0.59% | 30 |
|
|
2022
Q1 | $932K | Buy |
17,876
+28
| +0.2% | +$1.46K | 0.61% | 31 |
|
|
2021
Q4 | $943K | Buy |
17,848
+1,438
| +9% | +$76K | 0.68% | 30 |
|
|
2021
Q3 | $903K | Buy |
16,410
+381
| +2% | +$21K | 0.63% | 31 |
|
|
2021
Q2 | $883K | Buy |
16,029
+1,325
| +9% | +$73K | 0.62% | 31 |
|
|
2021
Q1 | $807K | Buy |
14,704
+616
| +4% | +$33.8K | 0.66% | 31 |
|
|
2020
Q4 | $792K | Buy |
+14,088
| New | +$792K | 0.63% | 32 |
|