Partners in Financial Planning’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 | $2.94M | Sell |
57,565
-1,793
| -3% | -$91.6K | 0.54% | 25 |
|
|
2025
Q1 | $2.97M | Buy |
59,358
+5,778
| +11% | +$289K | 0.6% | 21 |
|
|
2024
Q4 | $2.67M | Buy |
53,580
+5,566
| +12% | +$278K | 0.55% | 24 |
|
|
2024
Q3 | $2.49M | Sell |
48,014
-121
| -0.3% | -$6.27K | 0.5% | 27 |
|
|
2024
Q2 | $2.4M | Buy |
48,135
+11,418
| +31% | +$570K | 0.52% | 27 |
|
|
2024
Q1 | $1.83M | Hold |
36,717
| – | – | 0.41% | 29 |
|
|
2023
Q4 | $1.83M | Sell |
36,717
-2,524
| -6% | -$126K | 0.43% | 30 |
|
|
2023
Q3 | $1.91M | Sell |
39,241
-101
| -0.3% | -$4.93K | 0.49% | 29 |
|
|
2023
Q2 | $1.94M | Sell |
39,342
-1,167
| -3% | -$57.5K | 0.49% | 29 |
|
|
2023
Q1 | $1.98M | Sell |
40,509
-1,355
| -3% | -$66.3K | 0.52% | 30 |
|
|
2022
Q4 | $2.01M | Buy |
41,864
+17,753
| +74% | +$850K | 0.56% | 28 |
|
|
2022
Q3 | $1.19M | Buy |
24,111
+2,868
| +14% | +$142K | 0.34% | 34 |
|
|
2022
Q2 | $1.05M | Buy |
21,243
+15,920
| +299% | +$787K | 0.33% | 34 |
|
|
2022
Q1 | $272K | Hold |
5,323
| – | – | 0.09% | 78 |
|
|
2021
Q4 | $283K | Buy |
5,323
+61
| +1% | +$3.24K | 0.09% | 78 |
|
|
2021
Q3 | $290K | Buy |
+5,262
| New | +$290K | 0.09% | 73 |
|