Steward Partners Investment Advisory’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 | $3.51M | Buy |
68,695
+66,088
| +2,535% | +$3.38M | 0.03% | 525 |
|
|
2025
Q1 | $130K | Buy |
2,607
+363
| +16% | +$18.1K | ﹤0.01% | 1862 |
|
|
2024
Q4 | $112K | Buy |
2,244
+2,201
| +5,119% | +$110K | ﹤0.01% | 1921 |
|
|
2024
Q3 | $2.25K | Hold |
43
| – | – | ﹤0.01% | 3417 |
|
|
2024
Q2 | $2.17K | Sell |
43
-11
| -20% | -$555 | ﹤0.01% | 3272 |
|
|
2024
Q1 | $2.72K | Sell |
54
-16,086
| -100% | -$811K | ﹤0.01% | 3230 |
|
|
2023
Q4 | $804K | Buy |
+16,140
| New | +$804K | 0.01% | 806 |
|
|
2023
Q3 | – | Sell |
-47
| Closed | -$2.32K | – | 3412 |
|
|
2023
Q2 | $2.32K | Buy |
+47
| New | +$2.32K | ﹤0.01% | 3002 |
|
|
2023
Q1 | – | Sell |
-367
| Closed | -$17.5K | – | 3360 |
|
|
2022
Q4 | $17.5K | Buy |
+367
| New | +$17.5K | ﹤0.01% | 2305 |
|