PDS Planning’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	$11.7M	Buy	232,948 +4,795	+2%	+$241K	0.77%	32
2025 Q4	$11.4M	Buy	228,153 +34,824	+18%	+$1.79M	0.76%	31
2025 Q3	$9.9M	Sell	193,329 -2,823	-1%	-$144K	0.69%	30
2025 Q2	$10M	Sell	196,152 -817	-0.4%	-$41.4K	0.75%	29
2025 Q1	$9.85M	Buy	196,969 +46,688	+31%	+$2.33M	0.83%	29
2024 Q4	$7.5M	Buy	150,281 +2,168	+1%	+$112K	0.67%	28
2024 Q3	$7.68M	Buy	148,113 +4,425	+3%	+$226K	0.69%	28
2024 Q2	$7.17M	Sell	143,688 -9,945	-6%	-$495K	0.72%	27
2024 Q1	$7.67M	Sell	153,633 -306	-0.2%	-$15.2K	0.81%	26
2023 Q4	$7.67M	Buy	153,939 +44,995	+41%	+$2.22M	0.87%	23
2023 Q3	$5.31M	Buy	108,944 +1,471	+1%	+$72.2K	0.69%	29
2023 Q2	$5.3M	Sell	107,473 -7,186	-6%	-$352K	0.68%	30
2023 Q1	$5.61M	Sell	114,659 -6,272	-5%	-$304K	0.77%	28
2022 Q4	$5.75M	Buy	120,931 +24,935	+26%	+$1.22M	0.92%	27
2022 Q3	$4.64M	Sell	95,996 -48,227	-33%	-$2.42M	0.84%	26
2022 Q2	$7.18M	Buy	144,223 +109,847	+320%	+$5.56M	1.3%	18
2022 Q1	$1.79M	Sell	34,376 -70,652	-67%	-$3.76M	0.32%	46
2021 Q4	$5.73M	Buy	+105,028	New	+$5.78M	1.1%	17