Vise Technologies’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	$5.7M	Hold	113,892	–	–	0.11%	150
2025 Q4	$5.7M	Buy	113,892 +32,236	+39%	+$1.66M	0.11%	150
2025 Q3	$4.18M	Buy	81,656 +25,252	+45%	+$1.29M	0.16%	134
2025 Q2	$2.88M	Buy	+56,404	New	+$2.86M	0.12%	184
2024 Q4	$2.27M	Buy	45,464 +1,851	+4%	+$95.5K	0.19%	115
2024 Q3	$2.26M	Sell	43,613 -9,679	-18%	-$495K	0.29%	76
2024 Q2	$2.66M	Buy	53,292 +6,738	+14%	+$335K	0.47%	48
2024 Q1	$2.33M	Buy	46,554 +1,909	+4%	+$94.5K	0.46%	54
2023 Q4	$2.22M	Buy	44,645 +11,308	+34%	+$559K	0.48%	53
2023 Q3	$1.63M	Buy	33,337 +2,404	+8%	+$118K	0.4%	61
2023 Q2	$1.52M	Buy	30,933 +4,947	+19%	+$243K	0.37%	68
2023 Q1	$1.27M	Buy	25,986 +5,054	+24%	+$245K	0.34%	72
2022 Q4	$995K	Sell	20,932 -3,281	-14%	-$160K	0.31%	75
2022 Q3	$1.17M	Sell	24,213 -2,768	-10%	-$139K	0.44%	46
2022 Q2	$1.34M	Buy	+26,981	New	+$1.37M	0.52%	45