Summit Financial Strategies’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 | $457K | Sell |
8,943
-2,613
| -23% | -$133K | 0.04% | 93 |
|
|
2025
Q1 | $578K | Buy |
11,556
+1,691
| +17% | +$84.5K | 0.06% | 77 |
|
|
2024
Q4 | $492K | Buy |
9,865
+3,617
| +58% | +$181K | 0.05% | 82 |
|
|
2024
Q3 | $324K | Buy |
6,248
+1,487
| +31% | +$77.1K | 0.04% | 113 |
|
|
2024
Q2 | $238K | Buy |
4,761
+422
| +10% | +$21.1K | 0.03% | 123 |
|
|
2024
Q1 | $217K | Buy |
4,339
+81
| +2% | +$4.05K | 0.03% | 135 |
|
|
2023
Q4 | $212K | Buy |
+4,258
| New | +$212K | 0.03% | 133 |
|