UCFA
United Capital Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1M | Buy |
824,028
+671,462
| +440% | +$34.3M | 0.34% | 67 |
|
|
2025
Q1 | $7.63M | Buy |
152,566
+1,081
| +0.7% | +$54K | 0.07% | 217 |
|
|
2024
Q4 | $7.56M | Sell |
151,485
-4,414
| -3% | -$220K | 0.06% | 212 |
|
|
2024
Q3 | $8.08M | Sell |
155,899
-98
| -0.1% | -$5.08K | 0.07% | 205 |
|
|
2024
Q2 | $7.79M | Sell |
155,997
-4,549
| -3% | -$227K | 0.07% | 206 |
|
|
2024
Q1 | $8.02M | Sell |
160,546
-13,979
| -8% | -$698K | 0.07% | 204 |
|
|
2023
Q4 | $8.69M | Sell |
174,525
-57,519
| -25% | -$2.86M | 0.07% | 211 |
|
|
2023
Q3 | $11.3M | Sell |
232,044
-13,549
| -6% | -$661K | 0.07% | 215 |
|
|
2023
Q2 | $12.1M | Sell |
245,593
-19,155
| -7% | -$944K | 0.07% | 220 |
|
|
2023
Q1 | $13M | Buy |
264,748
+4,911
| +2% | +$240K | 0.07% | 207 |
|
|
2022
Q4 | $12.4M | Sell |
259,837
-80,754
| -24% | -$3.84M | 0.07% | 223 |
|
|
2022
Q3 | $16.5M | Sell |
340,591
-33,187
| -9% | -$1.6M | 0.1% | 182 |
|
|
2022
Q2 | $18.6M | Sell |
373,778
-36,219
| -9% | -$1.8M | 0.1% | 183 |
|
|
2022
Q1 | $21.4M | Sell |
409,997
-29,666
| -7% | -$1.55M | 0.1% | 181 |
|
|
2021
Q4 | $24M | Sell |
439,663
-31,828
| -7% | -$1.74M | 0.11% | 180 |
|
|
2021
Q3 | $25.9M | Sell |
471,491
-1,291
| -0.3% | -$71K | 0.13% | 161 |
|
|
2021
Q2 | $26.1M | Buy |
472,782
+1,270
| +0.3% | +$70K | 0.13% | 166 |
|
|
2021
Q1 | $25.9M | Buy |
471,512
+12,749
| +3% | +$699K | 0.14% | 155 |
|
|
2020
Q4 | $25.8M | Sell |
458,763
-1,050
| -0.2% | -$59K | 0.16% | 148 |
|
|
2020
Q3 | $25.6M | Buy |
459,813
+27,589
| +6% | +$1.54M | 0.17% | 143 |
|
|
2020
Q2 | $24.1M | Sell |
432,224
-11,795
| -3% | -$657K | 0.18% | 127 |
|
|
2020
Q1 | $24.3M | Buy |
444,019
+6,997
| +2% | +$383K | 0.2% | 107 |
|
|
2019
Q4 | $23.9M | Buy |
437,022
+121,347
| +38% | +$6.65M | 0.15% | 153 |
|
|
2019
Q3 | $17.6M | Buy |
315,675
+99,679
| +46% | +$5.56M | 0.12% | 201 |
|
|
2019
Q2 | $11.8M | Buy |
215,996
+86,472
| +67% | +$4.71M | 0.08% | 270 |
|
|
2019
Q1 | $6.93M | Buy |
129,524
+115,573
| +828% | +$6.18M | 0.05% | 345 |
|
|
2018
Q4 | $728K | Buy |
+13,951
| New | +$728K | 0.01% | 794 |
|