Able Wealth Management
IAGG icon

Able Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Able Wealth Management’s Portfolio IAGG Stock Details IAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5,216
Closed -$264K – 213
2026
Q2 		$264K Sell
5,216
-14,607
-74% -$732K 0.06% 120
2026
Q1 		$992K Buy
+19,823
New +$996K 0.27% 60

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Mather Group
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AssetMark Inc
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Prime Capital Investment Advisors
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Apella Capital
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Cahaba Wealth Management
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Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Apollon Wealth Management
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Able Wealth Management's IAGG Position: Q3 2026 in Review

Able Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026, closing a stake of 5,216 shares — an estimated $264K sold.

Able Wealth Management first reported a position in IAGG in Q1 2026 and held it in 2 quarters. The position peaked at $992K in Q1 2026. 187 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Able Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2026 after selling out during the quarter.
  • Able Wealth Management sold 5,216 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $264K.
  • Able Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2026 and held it in 2 quarters.
  • Able Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $992K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.