True Link Financial Advisors’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	$44.9M	Buy	897,660 +237,604	+36%	+$11.9M	2.77%	12
2025 Q4	$33M	Buy	+660,056	New	+$33.9M	2.01%	13
2024 Q4	–	Sell	-18,218	Closed	-$944K	–	78
2024 Q3	$944K	Hold	18,218	–	–	0.08%	26
2024 Q2	$909K	Hold	18,218	–	–	0.08%	27
2024 Q1	$910K	Hold	18,218	–	–	0.09%	29
2023 Q4	$907K	Sell	18,218 -7,494	-29%	-$370K	0.1%	29
2023 Q3	$1.25M	Sell	25,712 -150	-0.6%	-$7.36K	0.15%	43
2023 Q2	$1.27M	Hold	25,862	–	–	0.15%	41
2023 Q1	$1.27M	Hold	25,862	–	–	0.16%	46
2022 Q4	$1.23M	Sell	25,862 -4,137	-14%	-$202K	0.17%	45
2022 Q3	$1.45M	Buy	29,999 +1,137	+4%	+$57K	0.21%	43
2022 Q2	$1.44M	Hold	28,862	–	–	0.22%	48
2022 Q1	$1.5M	Hold	28,862	–	–	0.22%	46
2021 Q4	$1.57M	Sell	28,862 -150	-0.5%	-$8.26K	0.21%	53
2021 Q3	$1.6M	Buy	29,012 +3,636	+14%	+$202K	0.22%	51
2021 Q2	$1.4M	Buy	25,376 +2,251	+10%	+$124K	0.21%	52
2021 Q1	$1.27M	Buy	23,125 +1,000	+5%	+$55.4K	0.18%	58
2020 Q4	$1.24M	Buy	+22,125	New	+$1.24M	0.19%	56