United Capital 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 | $46M | Buy |
922,432
+57,107
| +7% | +$2.87M | 0.28% | 68 |
|
|
2025
Q4 | $43.3M | Buy |
865,325
+23,035
| +3% | +$1.18M | 0.26% | 78 |
|
|
2025
Q3 | $43.2M | Buy |
842,290
+18,262
| +2% | +$933K | 0.31% | 69 |
|
|
2025
Q2 | $42.1M | Buy |
824,028
+671,462
| +440% | +$34M | 0.34% | 67 |
|
|
2025
Q1 | $7.63M | Buy |
152,566
+1,081
| +0.7% | +$54K | 0.07% | 218 |
|
|
2024
Q4 | $7.56M | Sell |
151,485
-4,414
| -3% | -$228K | 0.06% | 213 |
|
|
2024
Q3 | $8.08M | Sell |
155,899
-98
| -0.1% | -$5.01K | 0.07% | 205 |
|
|
2024
Q2 | $7.79M | Sell |
155,997
-4,549
| -3% | -$226K | 0.07% | 207 |
|
|
2024
Q1 | $8.02M | Sell |
160,546
-13,979
| -8% | -$692K | 0.07% | 205 |
|
|
2023
Q4 | $8.69M | Sell |
174,525
-57,519
| -25% | -$2.84M | 0.07% | 211 |
|
|
2023
Q3 | $11.3M | Sell |
232,044
-13,549
| -6% | -$665K | 0.07% | 215 |
|
|
2023
Q2 | $12.1M | Sell |
245,593
-19,155
| -7% | -$939K | 0.07% | 220 |
|
|
2023
Q1 | $13M | Buy |
264,748
+4,911
| +2% | +$238K | 0.07% | 207 |
|
|
2022
Q4 | $12.4M | Sell |
259,837
-80,754
| -24% | -$3.94M | 0.07% | 223 |
|
|
2022
Q3 | $16.5M | Sell |
340,591
-33,187
| -9% | -$1.66M | 0.1% | 182 |
|
|
2022
Q2 | $18.6M | Sell |
373,778
-36,219
| -9% | -$1.83M | 0.1% | 183 |
|
|
2022
Q1 | $21.4M | Sell |
409,997
-29,666
| -7% | -$1.58M | 0.1% | 181 |
|
|
2021
Q4 | $24M | Sell |
439,663
-31,828
| -7% | -$1.75M | 0.11% | 180 |
|
|
2021
Q3 | $25.9M | Sell |
471,491
-1,291
| -0.3% | -$71.8K | 0.13% | 161 |
|
|
2021
Q2 | $26.1M | Buy |
472,782
+1,270
| +0.3% | +$69.7K | 0.13% | 166 |
|
|
2021
Q1 | $25.9M | Buy |
471,512
+12,749
| +3% | +$706K | 0.14% | 155 |
|
|
2020
Q4 | $25.8M | Sell |
458,763
-1,050
| -0.2% | -$58.7K | 0.16% | 149 |
|
|
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% | -$652K | 0.18% | 127 |
|
|
2020
Q1 | $24.3M | Buy |
444,019
+6,997
| +2% | +$387K | 0.2% | 107 |
|
|
2019
Q4 | $23.9M | Buy |
437,022
+121,347
| +38% | +$6.69M | 0.15% | 153 |
|
|
2019
Q3 | $17.6M | Buy |
315,675
+99,679
| +46% | +$5.51M | 0.12% | 201 |
|
|
2019
Q2 | $11.8M | Buy |
215,996
+86,472
| +67% | +$4.63M | 0.08% | 271 |
|
|
2019
Q1 | $6.93M | Buy |
129,524
+115,573
| +828% | +$6.08M | 0.05% | 347 |
|
|
2018
Q4 | $728K | Buy |
+13,951
| New | +$727K | 0.01% | 794 |
|
Other funds holding IAGG
MMI
TWIM
WI
NFA
