SOA Wealth Advisors’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 | $65.2K | Buy |
1,275
+51
| +4% | +$2.61K | 0.01% | 323 |
|
|
2025
Q1 | $61.2K | Buy |
1,224
+12
| +1% | +$600 | 0.01% | 313 |
|
|
2024
Q4 | $60.5K | Buy |
1,212
+69
| +6% | +$3.45K | 0.01% | 309 |
|
|
2024
Q3 | $59.2K | Hold |
1,143
| – | – | 0.01% | 298 |
|
|
2024
Q2 | $57K | Buy |
1,143
+63
| +6% | +$3.14K | 0.01% | 293 |
|
|
2024
Q1 | $53.9K | Buy |
1,080
+87
| +9% | +$4.35K | 0.01% | 299 |
|
|
2023
Q4 | $49.4K | Buy |
993
+33
| +3% | +$1.64K | 0.01% | 295 |
|
|
2023
Q3 | $46.8K | Buy |
960
+16
| +2% | +$781 | 0.01% | 291 |
|
|
2023
Q2 | $46.5K | Buy |
944
+30
| +3% | +$1.48K | 0.01% | 302 |
|
|
2023
Q1 | $44.8K | Buy |
914
+145
| +19% | +$7.1K | 0.01% | 300 |
|
|
2022
Q4 | $36.6K | Buy |
769
+25
| +3% | +$1.19K | 0.01% | 316 |
|
|
2022
Q3 | $35K | Buy |
744
+57
| +8% | +$2.68K | 0.01% | 304 |
|
|
2022
Q2 | $34K | Buy |
687
+17
| +3% | +$841 | 0.01% | 303 |
|
|
2022
Q1 | $34K | Buy |
670
+60
| +10% | +$3.05K | 0.01% | 365 |
|
|
2021
Q4 | $33K | Buy |
610
+16
| +3% | +$866 | 0.01% | 361 |
|
|
2021
Q3 | $32K | Sell |
594
-1
| -0.2% | -$54 | 0.01% | 376 |
|
|
2021
Q2 | $32K | Buy |
595
+67
| +13% | +$3.6K | 0.01% | 379 |
|
|
2021
Q1 | $29K | Buy |
528
+13
| +3% | +$714 | 0.01% | 340 |
|
|
2020
Q4 | $28K | Buy |
+515
| New | +$28K | 0.01% | 344 |
|