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Advisory Alpha’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Advisory Alpha’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
Q1 		$1.53M Buy
30,551
+2,671
+10% +$134K 0.04% 144
2025
Q4 		$1.39M Buy
27,880
+1,610
+6% +$82.8K 0.04% 155
2025
Q3 		$1.35M Buy
26,270
+899
+4% +$45.9K 0.04% 144
2025
Q2 		$1.3M Sell
25,371
-5,267
-17% -$267K 0.04% 142
2025
Q1 		$1.53M Buy
30,638
+775
+3% +$38.7K 0.05% 131
2024
Q4 		$1.49M Buy
29,863
+5,013
+20% +$259K 0.05% 123
2024
Q3 		$1.29M Buy
24,850
+677
+3% +$34.6K 0.05% 130
2024
Q2 		$1.21M Buy
24,173
+1,146
+5% +$57K 0.05% 136
2024
Q1 		$1.15M Sell
23,027
-3,482
-13% -$172K 0.05% 142
2023
Q4 		$1.32M Buy
26,509
+6,080
+30% +$300K 0.06% 126
2023
Q3 		$997K Sell
20,429
-1,322
-6% -$64.9K 0.05% 140
2023
Q2 		$1.07M Sell
21,751
-1,145
-5% -$56.1K 0.06% 150
2023
Q1 		$1.12M Sell
22,896
-2,916
-11% -$141K 0.07% 112
2022
Q4 		$1.23M Sell
25,812
-1,824
-7% -$89.1K 0.09% 92
2022
Q3 		$1.34M Sell
27,636
-6,843
-20% -$343K 0.1% 85
2022
Q2 		$1.72M Sell
34,479
-2
-0% -$101 0.13% 65
2022
Q1 		$1.8M Sell
34,481
-10,636
-24% -$566K 0.12% 71
2021
Q4 		$2.46M Sell
45,117
-89,925
-67% -$4.95M 0.14% 74
2021
Q3 		$7.43M Buy
135,042
+87,697
+185% +$4.88M 0.51% 31
2021
Q2 		$2.61M Buy
47,345
+5,739
+14% +$315K 0.21% 64
2021
Q1 		$2.28M Buy
+41,606
New +$2.31M 0.23% 55
2018
Q4 		– Sell
-2,495
Closed -$130K – 122
2018
Q3 		$130K Sell
2,495
-11,600
-82% -$609K 0.03% 114
2018
Q2 		$742K Sell
14,095
-32,513
-70% -$1.71M 0.19% 87
2018
Q1 		$2.44M Buy
46,608
+45,189
+3,185% +$2.35M 0.85% 35
2017
Q4 		$74K Buy
+1,419
New +$74K 0.02% 107

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advisory Alpha's IAGG Position: Q1 2026 in Review

Advisory Alpha increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 9.6% in Q1 2026, buying an estimated $134K and bringing the position to 30,551 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #144.

Advisory Alpha first reported a position in IAGG in Q4 2017 and has held it in 25 quarters since. The position peaked at $7.43M in Q3 2021. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Advisory Alpha held 30,551 shares of iShares Core International Aggregate Bond Fund worth $1.53M as of Q1 2026.
  • Advisory Alpha bought 2,671 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $134K.
  • iShares Core International Aggregate Bond Fund made up 0.04% of Advisory Alpha's portfolio in Q1 2026, its #144 holding.
  • Advisory Alpha first reported a position in iShares Core International Aggregate Bond Fund in Q4 2017 and has held it in 25 quarters since.
  • Advisory Alpha's iShares Core International Aggregate Bond Fund position peaked at $7.43M in Q3 2021.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.