SAG
SageView Advisory Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100M | Sell |
1,968,201
-35,773
| -2% | -$1.82M | 3.79% | 7 |
|
|
2025
Q1 | $100M | Buy |
2,003,974
+100,548
| +5% | +$5.03M | 4.27% | 5 |
|
|
2024
Q4 | $95M | Buy |
1,903,426
+305,486
| +19% | +$15.2M | 4.09% | 6 |
|
|
2024
Q3 | $82.8M | Buy |
+1,597,940
| New | +$82.8M | 4.2% | 7 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 627 |
|
|
2023
Q4 | – | Sell |
-1,336,170
| Closed | -$65.2M | – | 6 |
|
|
2023
Q3 | $65.2M | Buy |
1,336,170
+77,117
| +6% | +$3.76M | 3.73% | 5 |
|
|
2023
Q2 | $62.1M | Buy |
1,259,053
+154,872
| +14% | +$7.63M | 3.46% | 6 |
|
|
2023
Q1 | $54M | Buy |
1,104,181
+287,625
| +35% | +$14.1M | 3.45% | 5 |
|
|
2022
Q4 | $38.8M | Buy |
+816,556
| New | +$38.8M | 3.15% | 6 |
|