PDS 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 | $10M | Sell |
196,152
-817
| -0.4% | -$41.7K | 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% | +$108K | 0.67% | 28 |
|
|
2024
Q3 | $7.68M | Buy |
148,113
+4,425
| +3% | +$229K | 0.69% | 28 |
|
|
2024
Q2 | $7.17M | Sell |
143,688
-9,945
| -6% | -$496K | 0.72% | 27 |
|
|
2024
Q1 | $7.67M | Sell |
153,633
-306
| -0.2% | -$15.3K | 0.81% | 26 |
|
|
2023
Q4 | $7.67M | Buy |
153,939
+44,995
| +41% | +$2.24M | 0.87% | 23 |
|
|
2023
Q3 | $5.31M | Buy |
108,944
+1,471
| +1% | +$71.8K | 0.69% | 29 |
|
|
2023
Q2 | $5.3M | Sell |
107,473
-7,186
| -6% | -$354K | 0.68% | 30 |
|
|
2023
Q1 | $5.61M | Sell |
114,659
-6,272
| -5% | -$307K | 0.77% | 28 |
|
|
2022
Q4 | $5.75M | Buy |
120,931
+24,935
| +26% | +$1.19M | 0.92% | 27 |
|
|
2022
Q3 | $4.64M | Sell |
95,996
-48,227
| -33% | -$2.33M | 0.84% | 26 |
|
|
2022
Q2 | $7.18M | Buy |
144,223
+109,847
| +320% | +$5.47M | 1.3% | 18 |
|
|
2022
Q1 | $1.79M | Sell |
34,376
-70,652
| -67% | -$3.68M | 0.32% | 46 |
|
|
2021
Q4 | $5.73M | Buy |
+105,028
| New | +$5.73M | 1.1% | 17 |
|