Strategic Financial Partners’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 | $2.56M | Buy |
+50,028
| New | +$2.56M | 1.19% | 21 |
|
|
2024
Q2 | – | Sell |
-6,526
| Closed | -$326K | – | 70 |
|
|
2024
Q1 | $326K | Buy |
+6,526
| New | +$326K | 0.18% | 57 |
|
|
2023
Q4 | – | Sell |
-6,046
| Closed | -$295K | – | 72 |
|
|
2023
Q3 | $295K | Sell |
6,046
-31,260
| -84% | -$1.52M | 0.18% | 57 |
|
|
2023
Q2 | $1.84M | Buy |
+37,306
| New | +$1.84M | 1.05% | 22 |
|
|
2020
Q2 | – | Sell |
-6,970
| Closed | -$381K | – | 63 |
|
|
2020
Q1 | $381K | Sell |
6,970
-7,106
| -50% | -$388K | 0.41% | 43 |
|
|
2019
Q4 | $771K | Buy |
+14,076
| New | +$771K | 0.63% | 29 |
|