Phillips Financial Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Phillips Financial Management’s Portfolio IAGG Stock Details IAGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.11M	Sell	162,062 -60,030	-27%	-$3.02M	0.59%	33
2025 Q4	$11.1M	Sell	222,092 -11,860	-5%	-$610K	0.72%	27
2025 Q3	$12M	Sell	233,952 -17,854	-7%	-$912K	0.79%	28
2025 Q2	$12.9M	Sell	251,806 -9,322	-4%	-$472K	0.93%	27
2025 Q1	$13.1M	Sell	261,128 -15,749	-6%	-$787K	1.01%	26
2024 Q4	$13.8M	Sell	276,877 -83,245	-23%	-$4.3M	1.09%	25
2024 Q3	$18.7M	Sell	360,122 -30,573	-8%	-$1.56M	1.45%	21
2024 Q2	$19.5M	Sell	390,695 -21,746	-5%	-$1.08M	1.61%	19
2024 Q1	$20.6M	Sell	412,441 -23,053	-5%	-$1.14M	1.69%	19
2023 Q4	$21.7M	Sell	435,494 -12,784	-3%	-$632K	1.88%	17
2023 Q3	$21.9M	Sell	448,278 -1,163	-0.3%	-$57.1K	2.07%	13
2023 Q2	$22.2M	Buy	449,441 +7,153	+2%	+$351K	2.06%	13
2023 Q1	$21.6M	Sell	442,288 -789	-0.2%	-$38.3K	2.09%	13
2022 Q4	$21.1M	Sell	443,077 -32,898	-7%	-$1.61M	2.14%	13
2022 Q3	$23M	Buy	475,975 +3,748	+0.8%	+$188K	2.54%	11
2022 Q2	$23.5M	Sell	472,227 -81,413	-15%	-$4.12M	2.55%	12
2022 Q1	$28.9M	Buy	553,640 +16,798	+3%	+$894K	2.73%	11
2021 Q4	$29.3M	Buy	536,842 +34,739	+7%	+$1.91M	2.87%	10
2021 Q3	$27.6M	Buy	502,103 +43,526	+9%	+$2.42M	2.86%	9
2021 Q2	$25.3M	Buy	458,577 +46,293	+11%	+$2.54M	2.6%	13
2021 Q1	$22.6M	Buy	412,284 +38,881	+10%	+$2.15M	2.78%	11
2020 Q4	$21M	Buy	373,403 +44,134	+13%	+$2.47M	2.87%	11
2020 Q3	$18.3M	Buy	329,269 +30,070	+10%	+$1.67M	2.87%	12
2020 Q2	$16.7M	Buy	299,199 +2,019	+0.7%	+$112K	2.73%	12
2020 Q1	$16.2M	Buy	297,180 +2,641	+0.9%	+$146K	3.21%	10
2019 Q4	$16.1M	Buy	294,539 +30,496	+12%	+$1.68M	2.65%	11
2019 Q3	$14.7M	Buy	264,043 +51,314	+24%	+$2.84M	2.59%	12
2019 Q2	$11.6M	Buy	212,729 +22,194	+12%	+$1.19M	2.12%	13
2019 Q1	$10.1M	Buy	190,535 +19,021	+11%	+$1M	1.93%	13
2018 Q4	$8.96M	Buy	171,514 +17,953	+12%	+$936K	1.91%	12
2018 Q3	$7.99M	Buy	153,561 +16,769	+12%	+$880K	1.64%	14
2018 Q2	$7.21M	Buy	136,792 +15,209	+13%	+$798K	1.52%	16
2018 Q1	$6.4M	Buy	121,583 +11,672	+11%	+$608K	1.39%	16
2017 Q4	$5.74M	Buy	109,911 +10,504	+11%	+$547K	1.21%	18
2017 Q3	$5.14M	Buy	99,407 +10,632	+12%	+$551K	1.13%	22
2017 Q2	$4.59M	Buy	88,775 +17,642	+25%	+$918K	1.05%	21
2017 Q1	$3.7M	Buy	71,133 +17,433	+32%	+$898K	0.9%	25
2016 Q4	$2.77M	Buy	53,700 +13,464	+33%	+$705K	0.69%	30
2016 Q3	$2.13M	Buy	40,236 +21,543	+115%	+$1.15M	0.57%	32
2016 Q2	$994K	Buy	+18,693	New	+$971K	0.27%	49