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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1M | Buy |
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|
2025
Q1 | $7.63M | Buy |
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|
2024
Q4 | $7.56M | Sell |
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|
2024
Q3 | $8.08M | Sell |
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|
2024
Q2 | $7.79M | Sell |
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|
2024
Q1 | $8.02M | Sell |
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|
2023
Q4 | $8.69M | Sell |
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|
2023
Q3 | $11.3M | Sell |
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|
2023
Q2 | $12.1M | Sell |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $12.4M | Sell |
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|
2022
Q3 | $16.5M | Sell |
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|
2022
Q2 | $18.6M | Sell |
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|
2022
Q1 | $21.4M | Sell |
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|
2021
Q4 | $24M | Sell |
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|
2021
Q3 | $25.9M | Sell |
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|
2021
Q2 | $26.1M | Buy |
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|
2021
Q1 | $25.9M | Buy |
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|
2020
Q4 | $25.8M | Sell |
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|
2020
Q3 | $25.6M | Buy |
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|
2020
Q2 | $24.1M | Sell |
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|
2020
Q1 | $24.3M | Buy |
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|
2019
Q4 | $23.9M | Buy |
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|
2019
Q3 | $17.6M | Buy |
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|
2019
Q2 | $11.8M | Buy |
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|
2019
Q1 | $6.93M | Buy |
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|
2018
Q4 | $728K | Buy |
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