Values Added Financial’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.5M | Buy |
284,303
+276,166
| +3,394% | +$14.1M | 7.04% | 2 |
|
2025
Q1 | $407K | Sell |
8,137
-3,347
| -29% | -$167K | 0.23% | 77 |
|
2024
Q4 | $573K | Buy |
11,484
+15
| +0.1% | +$749 | 0.33% | 55 |
|
2024
Q3 | $594K | Hold |
11,469
| – | – | 0.37% | 48 |
|
2024
Q2 | $573K | Hold |
11,469
| – | – | 0.41% | 43 |
|
2024
Q1 | $573K | Hold |
11,469
| – | – | 0.45% | 45 |
|
2023
Q4 | $571K | Sell |
11,469
-203
| -2% | -$10.1K | 0.47% | 40 |
|
2023
Q3 | $569K | Sell |
11,672
-300
| -3% | -$14.6K | 0.52% | 39 |
|
2023
Q2 | $590K | Buy |
+11,972
| New | +$590K | 0.55% | 36 |
|