Stone House Investment Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2M	Buy	204,757 +12,694	+7%	+$638K	1.84%	20
2025 Q4	$9.61M	Buy	192,063 +9,401	+5%	+$483K	1.49%	21
2025 Q3	$9.36M	Buy	182,662 +8,645	+5%	+$442K	1.58%	20
2025 Q2	$8.89M	Buy	174,017 +172,347	+10,320%	+$8.73M	1.63%	20
2025 Q1	$83.5K	Buy	+1,670	New	+$83.5K	0.02%	109
2024 Q4	–	Sell	-2,046	Closed	-$106K	–	190
2024 Q3	$106K	Buy	2,046 +14	+0.7%	+$716	0.02%	75
2024 Q2	$101K	Sell	2,032 -150	-7%	-$7.46K	0.03%	79
2024 Q1	$109K	Hold	2,182	–	–	0.03%	77
2023 Q4	$109K	Sell	2,182 -4	-0.2%	-$198	0.04%	56
2023 Q3	$107K	Buy	+2,186	New	+$107K	0.04%	55
2018 Q1	–	Sell	-4,731	Closed	-$246K	–	46
2017 Q4	$246K	Buy	4,731 +377	+9%	+$19.6K	0.17%	35
2017 Q3	$225K	Buy	+4,354	New	+$226K	0.16%	37