Summit Financial Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Summit Financial Group’s Portfolio IAGG Stock Details IAGG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$250K	Hold
2023 Q4	$249K	Hold
2023 Q3	$244K	Hold
2023 Q2	$246K	Hold
2023 Q1	$245K	Hold
2022 Q4	$238K	Hold
2022 Q3	$242K	Hold
2022 Q2	$249K	Hold
2022 Q1	$261K	Hold
2021 Q4	$273K	Hold
2021 Q3	$275K	Hold
2021 Q2	$276K	Hold
2021 Q1	$274K	Hold
2020 Q4	$281K	Hold
2020 Q3	$278K	Hold
2020 Q2	$278K	Hold
2020 Q1	$273K	Sell
2019 Q4	$411K	Hold
2019 Q3	$418K	Hold
2019 Q2	$409K	Buy
2019 Q1	–	Sell
2018 Q4	$392K	Hold
2018 Q3	$392K	Hold
2018 Q2	$395K	Hold
2018 Q1	$395K	Hold
2017 Q4	$390K	Hold
2017 Q3	$388K	Hold
2017 Q2	$389K	Buy