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Waverly Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Waverly Advisors’s Portfolio IAGG Stock Details IAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.78M Sell
54,400
-3,355
-6% -$171K 0.03% 422
2025
Q1 		$2.89M Sell
57,755
-1,058
-2% -$52.9K 0.04% 399
2024
Q4 		$2.94M Buy
+58,813
New +$2.94M 0.05% 310