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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$509K	Buy
2025 Q2	$457K	Sell
2025 Q1	$578K	Buy
2024 Q4	$492K	Buy
2024 Q3	$324K	Buy
2024 Q2	$238K	Buy
2024 Q1	$217K	Buy
2023 Q4	$212K	Buy