Richard W. Paul & Associates’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 | $2.19M | Sell |
42,889
-470
| -1% | -$24K | 0.79% | 25 |
|
|
2025
Q1 | $2.17M | Buy |
43,359
+3,858
| +10% | +$193K | 0.85% | 23 |
|
|
2024
Q4 | $1.97M | Buy |
39,501
+289
| +0.7% | +$14.4K | 0.72% | 33 |
|
|
2024
Q3 | $2.03M | Buy |
39,212
+655
| +2% | +$33.9K | 0.73% | 28 |
|
|
2024
Q2 | $1.92M | Buy |
38,557
+1,839
| +5% | +$91.8K | 0.74% | 31 |
|
|
2024
Q1 | $1.83M | Buy |
36,718
+1,534
| +4% | +$76.6K | 0.73% | 31 |
|
|
2023
Q4 | $1.75M | Sell |
35,184
-728
| -2% | -$36.3K | 0.74% | 30 |
|
|
2023
Q3 | $1.75M | Buy |
35,912
+1,119
| +3% | +$54.6K | 0.8% | 27 |
|
|
2023
Q2 | $1.71M | Buy |
34,793
+395
| +1% | +$19.5K | 0.75% | 32 |
|
|
2023
Q1 | $1.68M | Buy |
34,398
+679
| +2% | +$33.2K | 0.78% | 29 |
|
|
2022
Q4 | $1.6M | Buy |
+33,719
| New | +$1.6M | 0.81% | 31 |
|